Delaware Small Cap Value Fund (DVLRX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.06: the stock has moved about 6% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerDelaware Small Cap Value Fund (DVLRX) trades at $65.56. Delaware Small Cap Value Fund (DVLRX) focuses on investing in undervalued small-capitalization companies. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for DVLRX: DVLRX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Delaware Small Cap Value Fund (DVLRX) Financial Services Profile
Delaware Small Cap Value Fund (DVLRX) is a financial services firm specializing in asset management, focusing on small-capitalization companies deemed undervalued. With a $3.64B market cap and a beta of 1.06, the fund seeks long-term capital appreciation through strategic investments in potentially overlooked equities within the small-cap sector.
What Is the Investment Thesis for DVLRX?
Delaware Small Cap Value Fund (DVLRX) presents an investment opportunity based on its focused strategy of investing in undervalued small-capitalization companies. With a market capitalization of $3.64 billion, the fund offers exposure to a segment of the market often overlooked by larger institutional investors. The fund's value-oriented approach aims to identify companies trading at a discount to their intrinsic value, offering potential for long-term capital appreciation. The fund's beta of 1.06 suggests a market correlation, but the fund's active management seeks to outperform the broader market through stock selection. A key consideration is the fund's ability to consistently identify and capitalize on undervalued opportunities within the small-cap space. The absence of a dividend yield may deter income-focused investors, but aligns with a growth-oriented investment strategy.
Based on FMP financials and quantitative analysis
DVLRX Key Highlights
Market Cap of $3.64B indicates the fund's significant presence in the small-cap value investment space.
- Beta of 1.06 suggests the fund's volatility is similar to the overall market.
- The fund invests at least 80% of its net assets in small-capitalization companies, demonstrating a focused investment strategy.
- The fund's investment decisions are guided by a team of portfolio managers who conduct in-depth research and analysis.
- The fund's value-oriented approach aims to identify companies trading at a discount to their intrinsic value.
Who Are DVLRX's Competitors?
DVLRX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CIPIX Champlain Mid Cap Fund | $22.11 | +0.45% | $2.94B | — |
| ESPRX Allspring Special Small Cap Value Fund | $40.05 | +1.44% | $2.75B | — |
| JCNIX Janus Henderson Contrarian Fund | $31.30 | +1.59% | $5.64B | — |
| JDIAX Janus Henderson Overseas Fund | $66.04 | +0.15% | $4.63B | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | — |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | — |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | — |
| BAM Brookfield Asset Management | $44.85 | +0.65% | $71.6B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are DVLRX's Key Strengths?
Experienced portfolio management team
- Disciplined value investing approach
- Focus on undervalued small-cap companies
- Established track record
What Are DVLRX's Weaknesses?
Dependence on market conditions
- Potential for underperformance in growth-oriented markets
- Limited diversification within the small-cap space
- Absence of dividend yield may deter some investors
What Are the Key Risks for DVLRX?
Economic downturns that disproportionately impact small-cap companies.
- Changes in interest rates that affect the valuation of small-cap stocks.
- Increased competition from other asset management firms.
- Market volatility and fluctuations in investor sentiment.
- Risk of misidentifying undervalued companies.
What Are DVLRX's Competitive Advantages?
- Established track record in small-cap value investing.
- Experienced portfolio management team.
- Disciplined investment process.
- Strong research capabilities.
What Does DVLRX Do?
Delaware Small Cap Value Fund (DVLRX) is an asset management firm dedicated to investing in small-capitalization companies. The fund operates under the principle of value investing, seeking out companies whose stock prices appear low relative to their underlying value or future potential. The fund's investment strategy focuses on identifying and acquiring positions in these undervalued companies, with the goal of achieving long-term capital appreciation for its investors. The fund typically invests at least 80% of its net assets, plus any borrowings for investment purposes, in small-cap companies. The fund's investment decisions are guided by a team of portfolio managers who conduct in-depth research and analysis to identify companies that meet their value criteria. This involves assessing various factors, including financial performance, management quality, industry dynamics, and competitive positioning. By focusing on small-cap companies, the fund aims to capitalize on the potential for significant growth and value creation that may be overlooked by larger institutional investors. The fund is based in Philadelphia, USA. DVLRX provides investors access to a focused portfolio of small-cap value stocks, managed with a disciplined approach to valuation and risk management.
What Products and Services Does DVLRX Offer?
- Invests in small-capitalization companies.
- Focuses on companies with undervalued stock prices.
- Conducts in-depth research and analysis to identify investment opportunities.
- Manages a portfolio of small-cap value stocks.
- Seeks long-term capital appreciation for investors.
- Adheres to a value investing approach.
How Does DVLRX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM increases through investment appreciation and new investor inflows.
- Expenses include portfolio management costs, administrative fees, and marketing expenses.
What Industry Does DVLRX Operate In?
The asset management industry is characterized by intense competition and evolving investor preferences. Funds like Delaware Small Cap Value Fund operate within a landscape of diverse investment strategies, ranging from passive indexing to active management. The small-cap value segment, in particular, can offer opportunities for outperformance due to market inefficiencies and less analyst coverage. However, it also carries higher risk due to the inherent volatility of smaller companies. The industry is also facing increasing pressure from lower-cost investment options, such as ETFs, and the rise of fintech platforms that offer automated investment advice.
Who Are DVLRX's Key Customers?
- Individual investors seeking exposure to small-cap value stocks.
- Institutional investors, such as pension funds and endowments.
- Financial advisors who recommend the fund to their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -4.2%.
DVLRX Financials
Bull Case vs Bear Case
Bull Case
- Experienced portfolio management team
- Disciplined value investing approach
- Focus on undervalued small-cap companies
- Established track record
Bear Case
- Dependence on market conditions
- Potential for underperformance in growth-oriented markets
- Limited diversification within the small-cap space
- Absence of dividend yield may deter some investors
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
DVLRX Latest News
No recent news available for DVLRX.
DVLRX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for DVLRX.
Price Targets
Wall Street price target analysis for DVLRX.
DVLRX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for DVLRX; grades run from A+ (80-100) to F (below 30).
Common Questions About DVLRX (Financials)
How does Delaware Small Cap Value Fund make money in financial services?
Delaware Small Cap Value Fund generates revenue primarily through management fees. These fees are calculated as a percentage of the fund's total assets under management (AUM). The higher the AUM, the greater the revenue generated.
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
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- AI analysis pending for DVLRX
- Information is based on available data and may be subject to change.