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DVZRX vs WCMJX
DVZRX vs WCMJX Comparison
Open Charts DVZRX vs WCMJX
Delaware Small Cap Value R6
Price$81.88
Change-$0.53 (-0.64%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$13.96
Change-$0.16 (-1.13%)
VolumeN/A
CapitalizationN/A
DVZRX vs WCMJX Comparison Chart
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DVZRX vs. WCMJX commentary
Nov 18, 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 Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DVZRX has more cash in the bank: 4.73B vs. WCMJX (76.5M). 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). WCMJX annual gain was more profitable for investors over the last year : 27.61 vs. DVZRX (22.91). WCMJX return over 5 years is better than : 36.06 vs. DVZRX (29.62).
| 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 | 16.938 | 15.563 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.73B | 76.5M | 6,183% |
| Annual Yield % from dividends | 1.46 | 0.00 | - |
| Returns for 1 year | 22.91 | 27.61 | 83% |
| Returns for 3 years | -3.14 | 9.92 | -32% |
| Returns for 5 years | 29.62 | 36.06 | 82% |
| Returns for 10 years | N/A | N/A | - |
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