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DEVIX vs WCMFX
DEVIX vs WCMFX Comparison
Open Charts DEVIX vs WCMFX
Macquarie Small Cap Value Instl
Price$71.56
Change+$0.37 (+0.52%)
VolumeN/A
Net Assets3.53B
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
DEVIX vs WCMFX Comparison Chart in %
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DEVIX vs. WCMFX commentary
Oct 19, 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 DEVIX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
DEVIX has more cash in the bank: 3.53B vs. WCMFX (21.8M). DEVIX pays higher dividends than WCMFX: DEVIX (1.16) vs WCMFX (0.00). DEVIX was incepted earlier than WCMFX: DEVIX (33 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than DEVIX (0.85). DEVIX is a more actively managed with annual turnover of: 19.00 vs. WCMFX (15.00). DEVIX has a lower initial minimum investment than WCMFX: DEVIX (0) vs WCMFX (100000). DEVIX annual gain was more profitable for investors over the last year : -9.49 vs. WCMFX (-20.62). DEVIX return over 5 years is better than : 40.81 vs. WCMFX (23.45).
| DEVIX | WCMFX | DEVIX / WCMFX | |
| Total Expense Ratio | 0.85 | 0.90 | 94% |
| Annual Report Gross Expense Ratio | 0.85 | 1.45 | 59% |
| Fund Existence | 33 years | 6 years | - |
| Gain YTD | 2.419 | -5.509 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 21.8M | 16,197% |
| Annual Yield % from dividends | 1.16 | 0.00 | - |
| Returns for 1 year | -9.49 | -20.62 | 46% |
| Returns for 3 years | 6.84 | 16.46 | 42% |
| Returns for 5 years | 40.81 | 23.45 | 174% |
| Returns for 10 years | 41.11 | N/A | - |
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