DCCIX vs. DSCPX
Compare and contrast key facts about Delaware Small Cap Core Fund (DCCIX) and Davenport Small Cap Focus Fund (DSCPX).
DCCIX is managed by Delaware Funds. It was launched on Dec 29, 1998. DSCPX is managed by Davenport. It was launched on Dec 31, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DCCIX or DSCPX.
Correlation
The correlation between DCCIX and DSCPX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DCCIX vs. DSCPX - Performance Comparison
Key characteristics
DCCIX:
0.69
DSCPX:
-0.10
DCCIX:
1.12
DSCPX:
-0.01
DCCIX:
1.13
DSCPX:
1.00
DCCIX:
0.52
DSCPX:
-0.08
DCCIX:
3.19
DSCPX:
-0.22
DCCIX:
3.89%
DSCPX:
7.71%
DCCIX:
18.13%
DSCPX:
17.41%
DCCIX:
-61.10%
DSCPX:
-41.99%
DCCIX:
-9.54%
DSCPX:
-12.78%
Returns By Period
The year-to-date returns for both stocks are quite close, with DCCIX having a 2.34% return and DSCPX slightly lower at 2.33%. Over the past 10 years, DCCIX has underperformed DSCPX with an annualized return of 4.49%, while DSCPX has yielded a comparatively higher 6.30% annualized return.
DCCIX
2.34%
-1.36%
5.38%
14.78%
5.83%
4.49%
DSCPX
2.33%
1.29%
5.86%
-0.75%
2.83%
6.30%
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DCCIX vs. DSCPX - Expense Ratio Comparison
DCCIX has a 0.81% expense ratio, which is lower than DSCPX's 0.89% expense ratio.
Risk-Adjusted Performance
DCCIX vs. DSCPX — Risk-Adjusted Performance Rank
DCCIX
DSCPX
DCCIX vs. DSCPX - Risk-Adjusted Performance Comparison
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.
Dividends
DCCIX vs. DSCPX - Dividend Comparison
DCCIX's dividend yield for the trailing twelve months is around 0.59%, less than DSCPX's 0.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
DCCIX Delaware Small Cap Core Fund | 0.59% | 0.60% | 0.58% | 0.50% | 0.20% | 0.20% | 0.41% | 0.47% | 0.10% | 0.07% |
DSCPX Davenport Small Cap Focus Fund | 0.77% | 0.79% | 1.08% | 0.19% | 0.70% | 1.06% | 0.63% | 0.00% | 0.00% | 0.00% |
Drawdowns
DCCIX vs. DSCPX - Drawdown Comparison
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.
Volatility
DCCIX vs. DSCPX - Volatility Comparison
Delaware Small Cap Core Fund (DCCIX) and Davenport Small Cap Focus Fund (DSCPX) have volatilities of 3.88% and 3.83%, 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.