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DAABX vs WCMFX
DAABX vs WCMFX Comparison
Open Charts DAABX vs WCMFX
DFA US Sustainability Targeted Val Instl
Price$20.70
Change+$0.31 (+1.52%)
VolumeN/A
Net Assets524.88M
WCM SMID Quality Val Fd Institutional
Price$11.48
Change+$0.16 (+1.41%)
VolumeN/A
Net Assets21.79M
DAABX vs WCMFX Comparison Chart in %
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DAABX vs. WCMFX commentary
Oct 21, 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 DAABX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
DAABX has more cash in the bank: 525M vs. WCMFX (21.8M). DAABX pays higher dividends than WCMFX: DAABX (1.34) vs WCMFX (0.00). DAABX was incepted earlier than WCMFX: DAABX (5 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than DAABX (0.35). DAABX is a more actively managed with annual turnover of: 16.00 vs. WCMFX (15.00). DAABX has a lower initial minimum investment than WCMFX: DAABX (0) vs WCMFX (100000). DAABX annual gain was more profitable for investors over the last year : 2.83 vs. WCMFX (-20.62). DAABX return over 5 years is better than : 81.83 vs. WCMFX (23.45).
| DAABX | WCMFX | DAABX / WCMFX | |
| Total Expense Ratio | 0.34 | 0.90 | 38% |
| Annual Report Gross Expense Ratio | 0.35 | 1.45 | 24% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 4.675 | -5.509 | -85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 525M | 21.8M | 2,408% |
| Annual Yield % from dividends | 1.34 | 0.00 | - |
| Returns for 1 year | 2.83 | -20.62 | -14% |
| Returns for 3 years | 37.39 | 16.46 | 227% |
| Returns for 5 years | 81.83 | 23.45 | 349% |
| Returns for 10 years | N/A | N/A | - |
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