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DVZRX vs WCMJX
DVZRX vs WCMJX Comparison
Open Charts DVZRX vs WCMJX
Macquarie Small Cap Value R6
Price$63.00
Change+$4.88 (+8.40%)
VolumeN/A
Net Assets3.5B
WCM SMID Quality Val Fd Investor
Price$10.54
Change+$0.77 (+7.88%)
VolumeN/A
Net Assets55.89M
DVZRX vs WCMJX Comparison Chart
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DVZRX vs. WCMJX commentary
Apr 11, 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 Hold and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
DVZRX has more cash in the bank: 3.5B vs. WCMJX (55.9M). DVZRX pays higher dividends than WCMJX: DVZRX (1.40) vs WCMJX (0.00). DVZRX was incepted earlier than WCMJX: DVZRX (9 years) vs WCMJX (5 years). WCMJX (1.52) is less costly to investors than DVZRX (0.71). WCMJX is a more actively managed with annual turnover of: 22.00 vs. DVZRX (19.00). 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 : -19.49 vs. WCMJX (-26.54). DVZRX (32.36) and WCMJX (31.85) have equivalent 5 years return.
| DVZRX | WCMJX | DVZRX / WCMJX | |
| Total Expense Ratio | 0.71 | 1.10 | 65% |
| Annual Report Gross Expense Ratio | 0.71 | 1.52 | 47% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | -16.912 | -17.063 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.5B | 55.9M | 6,261% |
| Annual Yield % from dividends | 1.40 | 0.00 | - |
| Returns for 1 year | -19.49 | -26.54 | 73% |
| Returns for 3 years | -20.90 | -7.66 | 273% |
| Returns for 5 years | 32.36 | 31.85 | 102% |
| Returns for 10 years | N/A | N/A | - |
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