Delaware Small Cap Value Fund A Class (DEVLX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Delaware Small Cap Value Fund A Class (DEVLX) trades at $72.91 with AI Score 52/100 (Grade B). Delaware Small Cap Value Fund A Class (DEVLX) seeks capital appreciation by investing primarily in undervalued small-capitalization… Market cap: $3.53B, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for DEVLX: DEVLX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates DEVLX against Financial Services peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
DEVLX: 1/3 scored disciplines lean bearish. Dominant signal: Ray Dalio bullish.
How is this calculated? →Why this analysis is different
- A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Delaware Small Cap Value Fund A Class (DEVLX) Financial Services Profile
Delaware Small Cap Value Fund A Class (DEVLX) focuses on capital appreciation through investments in undervalued small-capitalization companies. With a strategy centered on identifying companies with growth potential, DEVLX operates within the competitive asset management sector, targeting investors seeking exposure to the small-cap market.
What Is the Investment Thesis for DEVLX?
Delaware Small Cap Value Fund A Class (DEVLX) presents an investment opportunity centered on its focus on undervalued small-capitalization companies. The fund's success hinges on the portfolio managers' ability to accurately identify companies whose stock prices do not reflect their intrinsic value or future growth potential. With a beta of 1.06, DEVLX exhibits market-correlated volatility. Key value drivers include the fund's ability to generate returns through successful stock selection and the overall performance of the small-cap market. Growth catalysts include potential economic expansion that disproportionately benefits small businesses and increased investor interest in undervalued assets. A risk factor is the inherent volatility associated with small-cap stocks, which can be more susceptible to market fluctuations and economic downturns. The fund's strategy of investing at least 80% of its assets in small-cap companies provides focused exposure to this segment, but also concentrates risk.
Based on FMP financials and quantitative analysis
DEVLX Key Highlights
DEVLX focuses on capital appreciation through investments in undervalued small-capitalization companies.
- The fund invests at least 80% of its net assets in small-cap companies.
- DEVLX operates within the asset management industry, catering to investors seeking small-cap exposure.
- The fund's investment decisions are based on the portfolio managers' assessment of company fundamentals.
- DEVLX has a beta of 1.06, indicating market-correlated volatility.
Who Are DEVLX's Competitors?
DEVLX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CIPMX Champlain Mid Cap Fund Advisor Class | $21.39 | -0.83% | $2.27B | 56 |
| DEVIX Delaware Small Cap Value Fund Institutional Class | $80.22 | -1.01% | $3.53B | 44 |
| EMGYX Allspring Emerging Markets Equity Fund Admin Class | $33.96 | +1.22% | $3.62B | 44 |
| JDPAX Janus Henderson Mid Cap Value Fund Class A | $17.63 | -0.68% | $3.93B | 44 |
| JMCVX Janus Henderson Mid Cap Value Fund - T Shares | $17.25 | -0.63% | $3.84B | 44 |
| WT WisdomTree, Inc. | $22.82 | +0.55% | $3.49B | 92 |
| GBDC Golub Capital BDC, Inc. | $13.21 | +0.30% | $3.44B | 90 |
| AB AllianceBernstein Holding L.P. | $36.02 | -0.58% | $3.35B | 80 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are DEVLX's Key Strengths?
Focus on undervalued small-cap companies.
- Experienced portfolio management team.
- Disciplined investment process.
- Potential for high returns from successful stock selection.
What Are DEVLX's Weaknesses?
High volatility associated with small-cap stocks.
- Dependence on the portfolio managers' stock-picking abilities.
- Potential for underperformance during market downturns.
- No dividend payouts.
What Could Drive DEVLX Stock Higher?
Potential economic recovery benefiting small-cap companies in the next 1-2 years.
- Successful stock selection leading to outperformance.
- Increased investor interest in value investing.
What Are the Key Risks for DEVLX?
Market volatility negatively impacting small-cap valuations.
- Economic recession affecting small businesses.
- Competition from other asset management firms.
- Dependence on the portfolio managers' stock-picking abilities.
What Are the Growth Opportunities for DEVLX?
- Increased investor interest in small-cap stocks could drive growth for DEVLX. As investors seek diversification and higher potential returns, small-cap stocks may become more attractive. The fund's focus on undervalued companies positions it to benefit from this trend, as investors look for opportunities to capitalize on market inefficiencies. The timeline for this growth opportunity is dependent on overall market conditions and investor sentiment, but it could materialize within the next 1-3 years.
- Economic expansion could provide a significant boost to small-cap companies, leading to increased returns for DEVLX. Small businesses are often more sensitive to economic cycles, so a period of strong growth could translate into higher earnings and stock prices. The fund's focus on undervalued companies means it is well-positioned to benefit from this trend, as these companies may have more room to grow. This growth opportunity is contingent on sustained economic expansion over the next 3-5 years.
- The fund's ability to consistently identify undervalued companies could drive long-term growth. By developing a strong track record of successful stock selection, DEVLX can attract more investors and increase its assets under management. This requires a disciplined investment process and a deep understanding of the small-cap market. The timeline for this growth opportunity is long-term, as it depends on the fund's ability to consistently deliver results over time.
- Technological advancements and innovation within small-cap companies could create new investment opportunities for DEVLX. As small businesses adopt new technologies and develop innovative products and services, they may experience rapid growth and increased valuations. The fund's focus on undervalued companies means it is well-positioned to identify these emerging opportunities. This growth opportunity is ongoing, as technological advancements continue to disrupt various industries.
- Increased demand for value investing strategies could benefit DEVLX. As investors become more concerned about valuations and seek out companies with strong fundamentals, value investing strategies may become more popular. The fund's focus on undervalued companies aligns with this trend, positioning it to attract investors who are looking for long-term value. This growth opportunity is dependent on market cycles and investor preferences, but it could materialize within the next 2-4 years.
What Are DEVLX's Competitive Advantages?
- Established track record in small-cap value investing.
- Experienced portfolio management team.
- Disciplined investment process focused on fundamental analysis.
What Does DEVLX Do?
Delaware Small Cap Value Fund A Class (DEVLX) is a mutual fund managed with the objective of achieving capital appreciation. The fund's strategy revolves around investing primarily in small-capitalization companies that are perceived to be undervalued by the portfolio managers. This means that the fund seeks out companies whose stock prices are low relative to their underlying value or future potential. Under normal circumstances, at least 80% of the fund's net assets, plus any borrowings for investment purposes, are allocated to investments in small-cap companies. The fund operates within the asset management industry, catering to investors who are looking for exposure to the small-cap segment of the market. By focusing on undervalued companies, DEVLX aims to provide investors with the opportunity to benefit from the potential growth and appreciation of these companies as they realize their intrinsic value. The fund's investment decisions are guided by the portfolio managers' assessment of a company's fundamentals and future prospects. DEVLX does not distribute dividends, reinvesting all earnings to further grow the fund's asset base. This strategy aligns with its core objective of capital appreciation, prioritizing long-term growth over immediate income for its investors. The fund is managed out of Philadelphia, USA.
What Products and Services Does DEVLX Offer?
- Invests in small-capitalization companies.
- Seeks capital appreciation through undervalued stock selection.
- Allocates at least 80% of assets to small-cap investments.
- Conducts research to identify companies with low stock prices relative to their potential.
- Manages a portfolio of small-cap stocks.
- Provides investors with exposure to the small-cap market segment.
- Reinvests earnings to further grow the fund's asset base.
How Does DEVLX Make Money?
- Generates revenue through management fees charged to investors.
- Aims to increase assets under management (AUM) by attracting new investors and generating positive returns.
- Focuses on identifying undervalued small-cap companies to achieve capital appreciation.
What Industry Does DEVLX Operate In?
Delaware Small Cap Value Fund A Class (DEVLX) operates within the asset management industry, a sector characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. DEVLX competes with other asset management firms, including CIPMX, DEVIX, EMGYX, JDPAX, and JMCVX, all vying for investor capital. The fund's focus on small-cap value investing differentiates it within the broader market, targeting investors seeking exposure to this specific segment. The asset management industry is subject to regulatory oversight and compliance requirements, which can impact operational costs and investment strategies.
Who Are DEVLX's Key Customers?
- Individual investors seeking capital appreciation.
- Institutional investors looking for small-cap exposure.
- Retirement savers seeking long-term growth.
How Delaware Small Cap Value Fund A Class Is Valued
Relative to its peer group, DEVLX's quantitative score of 52/100 is roughly in line with the peer average of 46/100.
DEVLX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's future performance, indicating that management believes in its growth potential.
- Community sentiment has shifted positively, with discussions highlighting the fund's strong management team and investment strategy.
- Market perception is improving as small-cap stocks gain traction, which could benefit the fund's holdings and overall performance.
- Recent positive news about the small-cap sector has sparked interest among investors, leading to increased attention on this fund.
Bear Case
- Concerns about market volatility could impact small-cap stocks, leading to uncertainty about the fund's stability.
- Negative sentiment in some trading communities points to fears of underperformance compared to larger-cap funds in a fluctuating market.
- Recent fund performance has been lackluster, which raises questions about its ability to compete with peers.
- The economic outlook remains uncertain, and potential interest rate hikes could adversely affect small-cap investments.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
DEVLX Latest News
No recent news available for DEVLX.
DEVLX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for DEVLX.
Price Targets
Wall Street price target analysis for DEVLX.
DEVLX MoonshotScore
What does this score mean?
The MoonshotScore rates DEVLX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
What Investors Ask About Delaware Small Cap Value Fund A Class (DEVLX) — Financial Services
What does the AI Score mean for DEVLX?
DEVLX holds an AI Score of 52/100 (Grade: B). This is an educational research signal, not a buy or sell recommendation. Delaware Small Cap Value Fund A Class (DEVLX) seeks capital appreciation by investing primarily in undervalued small-capitalization companies. The fund aims to identify companies with stock prices …
What does Delaware Small Cap Value Fund A Class do?
Delaware Small Cap Value Fund A Class (DEVLX) is a mutual fund that seeks capital appreciation by investing primarily in small-capitalization companies. The fund's strategy revolves around identifying companies whose stock prices are low relative to their underlying value or future potential.
What are the main risks for DEVLX?
The main risks for Delaware Small Cap Value Fund A Class (DEVLX) are primarily related to the inherent volatility of small-cap stocks and the potential for underperformance during market downturns. Small-cap companies are often more sensitive to economic cycles and market fluctuations than larger, more established companies.
How sensitive is DEVLX to interest rate changes?
DEVLX's sensitivity to interest rate changes is indirect, as it invests in small-cap companies rather than directly holding fixed-income securities. Rising interest rates can negatively impact small-cap companies by increasing their borrowing costs and potentially slowing down economic growth, which could lead to lower earnings and stock prices.
What regulatory challenges does Delaware Small Cap Value Fund A Class face?
Delaware Small Cap Value Fund A Class faces regulatory challenges common to the asset management industry, including compliance with the Investment Company Act of 1940 and other securities laws. These regulations govern various aspects of the fund's operations, such as fund structure, investment restrictions, and disclosure requirements. The fund must also adhere to regulations related to anti-money laundering and cybersecurity.
What are the key factors to evaluate for DEVLX?
Delaware Small Cap Value Fund A Class (DEVLX) holds an AI score of 52/100 (moderate). Delaware Small Cap Value Fund A Class (DEVLX) presents an investment opportunity centered on its focus on undervalued small-capitalization companies. Not financial advice.
How frequently does DEVLX data refresh on this page?
DEVLX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven DEVLX's recent stock price performance?
Delaware Small Cap Value Fund A Class (DEVLX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on undervalued small-cap companies. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider DEVLX overvalued or undervalued right now?
Delaware Small Cap Value Fund A Class (DEVLX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for DEVLX. Further analysis may be required upon completion.