DCCIX vs. DSCPX

In the year-to-date period, DCCIX achieves a -8.36% return, which is significantly higher than DSCPX's -10.40% return. Over the past 10 years, DCCIX has underperformed DSCPX with an annualized return of 3.35%, while DSCPX has yielded a comparatively higher 4.66% annualized return.

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DCCIX has a 0.81% expense ratio, which is lower than DSCPX's 0.89% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Delaware Small Cap Core Fund (DCCIX) and Davenport Small Cap Focus Fund (DSCPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current DCCIX Sharpe Ratio is -0.04, which is higher than the DSCPX Sharpe Ratio of -0.51. The chart below compares the historical Sharpe Ratios of DCCIX and DSCPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DCCIX's dividend yield for the trailing twelve months is around 0.65%, less than DSCPX's 0.72% yield.

The maximum DCCIX drawdown since its inception was -61.10%, which is greater than DSCPX's maximum drawdown of -41.99%. Use the drawdown chart below to compare losses from any high point for DCCIX and DSCPX. For additional features, visit the drawdowns tool.

Delaware Small Cap Core Fund (DCCIX) and Davenport Small Cap Focus Fund (DSCPX) have volatilities of 6.35% and 6.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.