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DVZRX vs WCMJX
DVZRX vs WCMJX Comparison
Open Charts DVZRX vs WCMJX
Macquarie Small Cap Value R6
Price$74.00
Change-$0.32 (-0.43%)
VolumeN/A
Net Assets3.7B
WCM SMID Quality Val Fd Investor
Price$11.71
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets62.37M
DVZRX vs WCMJX Comparison Chart in %
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DVZRX vs. WCMJX commentary
Aug 30, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DVZRX is a Buy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
DVZRX has more cash in the bank: 3.7B vs. WCMJX (62.4M). DVZRX pays higher dividends than WCMJX: DVZRX (1.33) vs WCMJX (0.00). DVZRX was incepted earlier than WCMJX: DVZRX (9 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than DVZRX (0.70). DVZRX is a more actively managed with annual turnover of: 19.00 vs. WCMJX (15.00). DVZRX has a lower initial minimum investment than WCMJX: DVZRX (0) vs WCMJX (1000). DVZRX annual gain was more profitable for investors over the last year : -2.98 vs. WCMJX (-14.78). DVZRX return over 5 years is better than : 46.90 vs. WCMJX (29.37).
| DVZRX | WCMJX | DVZRX / WCMJX | |
| Total Expense Ratio | 0.70 | 1.15 | 61% |
| Annual Report Gross Expense Ratio | 0.70 | 1.70 | 41% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 6.247 | -0.170 | -3,680% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 62.4M | 5,928% |
| Annual Yield % from dividends | 1.33 | 0.00 | - |
| Returns for 1 year | -2.98 | -14.78 | 20% |
| Returns for 3 years | 6.71 | 16.21 | 41% |
| Returns for 5 years | 46.90 | 29.37 | 160% |
| Returns for 10 years | N/A | N/A | - |
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