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DVZRX vs WCMFX
DVZRX vs WCMFX Comparison
Open Charts DVZRX vs WCMFX
Nomura Small Cap Value R6
Price$75.88
Change+$1.04 (+1.39%)
VolumeN/A
Net Assets3.69B
WCM SMID Quality Val Fd Institutional
Price$3.59
Change+$0.04 (+1.13%)
VolumeN/A
Net Assets2.65M
DVZRX vs WCMFX Comparison Chart in %
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DVZRX vs. WCMFX commentary
Dec 05, 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 Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
DVZRX has more cash in the bank: 3.69B vs. WCMFX (2.65M). DVZRX pays higher dividends than WCMFX: DVZRX (1.25) vs WCMFX (0.00). DVZRX was incepted earlier than WCMFX: DVZRX (10 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than DVZRX (0.70). DVZRX is a more actively managed with annual turnover of: 19.00 vs. WCMFX (15.00). DVZRX has a lower initial minimum investment than WCMFX: DVZRX (0) vs WCMFX (100000). DVZRX annual gain was more profitable for investors over the last year : -9.14 vs. WCMFX (-75.69). DVZRX return over 5 years is better than : 25.24 vs. WCMFX (-64.91).
| DVZRX | WCMFX | DVZRX / WCMFX | |
| Total Expense Ratio | 0.70 | 0.90 | 78% |
| Annual Report Gross Expense Ratio | 0.70 | 1.45 | 48% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 8.477 | -70.033 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 2.65M | 139,395% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | -9.14 | -75.69 | 12% |
| Returns for 3 years | 2.67 | -66.35 | -4% |
| Returns for 5 years | 25.24 | -64.91 | -39% |
| Returns for 10 years | N/A | N/A | - |
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