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DVZRX vs WCMJX
DVZRX vs WCMJX Comparison
Open Charts DVZRX vs WCMJX
Macquarie Small Cap Value R6
Price$70.12
Change-$0.20 (-0.28%)
VolumeN/A
Net Assets3.55B
WCM SMID Quality Val Fd Investor
Price$11.29
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.41M
DVZRX vs WCMJX Comparison Chart in %
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DVZRX vs. WCMJX commentary
Aug 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DVZRX has more cash in the bank: 3.55B vs. WCMJX (60.4M). 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 : -2.34 vs. WCMJX (-14.04). DVZRX return over 5 years is better than : 39.96 vs. WCMJX (24.51).
| 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 | 0.243 | -3.820 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.55B | 60.4M | 5,882% |
| Annual Yield % from dividends | 1.33 | 0.00 | - |
| Returns for 1 year | -2.34 | -14.04 | 17% |
| Returns for 3 years | -0.76 | 7.19 | -11% |
| Returns for 5 years | 39.96 | 24.51 | 163% |
| Returns for 10 years | N/A | N/A | - |
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