DSCPX vs. DCCIX

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

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

This table presents a comparison of risk-adjusted performance metrics for Davenport Small Cap Focus Fund (DSCPX) and Delaware Small Cap Core Fund (DCCIX). 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 DSCPX Sharpe Ratio is -0.51, which is lower than the DCCIX Sharpe Ratio of -0.04. The chart below compares the historical Sharpe Ratios of DSCPX and DCCIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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

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

Davenport Small Cap Focus Fund (DSCPX) and Delaware Small Cap Core Fund (DCCIX) have volatilities of 6.18% and 6.35%, 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.