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DVZRX vs WCMJX
DVZRX vs WCMJX Comparison
Open Charts DVZRX vs WCMJX
Delaware Small Cap Value R6
Price$69.47
Change-$2.97 (-4.10%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$11.90
Change-$0.40 (-3.25%)
VolumeN/A
CapitalizationN/A
DVZRX vs WCMJX Comparison Chart
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DVZRX vs. WCMJX commentary
Dec 19, 2024
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 Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DVZRX has more cash in the bank: 4.53B vs. WCMJX (69M). DVZRX pays higher dividends than WCMJX: DVZRX (1.46) vs WCMJX (0.00). DVZRX was incepted earlier than WCMJX: DVZRX (9 years) vs WCMJX (5 years). DVZRX is a more actively managed with annual turnover of: 27.00 vs. WCMJX (22.00). 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 : 6.13 vs. WCMJX (3.02). WCMJX return over 5 years is better than : 17.14 vs. DVZRX (16.01).
| DVZRX | WCMJX | DVZRX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 4.780 | 1.821 | 262% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 69M | 6,567% |
| Annual Yield % from dividends | 1.46 | 0.00 | - |
| Returns for 1 year | 6.13 | 3.02 | 203% |
| Returns for 3 years | -4.15 | 10.41 | -40% |
| Returns for 5 years | 16.01 | 17.14 | 93% |
| Returns for 10 years | N/A | N/A | - |
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