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DRISX vs WCMFX
DRISX vs WCMFX Comparison
Open Charts DRISX vs WCMFX
Foundry Partners Sm Cp Val Instl
Price$15.45
Change-$0.10 (-0.64%)
VolumeN/A
Net Assets244.58M
WCM SMID Quality Val Fd Institutional
Price$10.34
Change-$0.15 (-1.43%)
VolumeN/A
Net Assets60.03M
DRISX vs WCMFX Comparison Chart
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DRISX vs. WCMFX commentary
Apr 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DRISX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DRISX has more cash in the bank: 245M vs. WCMFX (60M). DRISX pays higher dividends than WCMFX: DRISX (1.72) vs WCMFX (0.00). DRISX was incepted earlier than WCMFX: DRISX (18 years) vs WCMFX (5 years). WCMFX (1.27) is less costly to investors than DRISX (1.05). DRISX is a more actively managed with annual turnover of: 143.89 vs. WCMFX (22.00). DRISX (100000) and WCMFX (100000) have matching initial minimum investment requirements. WCMFX annual gain was more profitable for investors over the last year : -18.11 vs. DRISX (-26.95). WCMFX return over 5 years is better than : 46.51 vs. DRISX (15.60).
| DRISX | WCMFX | DRISX / WCMFX | |
| Total Expense Ratio | 1.05 | 0.85 | 124% |
| Annual Report Gross Expense Ratio | 1.05 | 1.27 | 83% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | -12.345 | -12.437 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 60M | 408% |
| Annual Yield % from dividends | 1.72 | 0.00 | - |
| Returns for 1 year | -26.95 | -18.11 | 149% |
| Returns for 3 years | -28.69 | -2.33 | 1,232% |
| Returns for 5 years | 15.60 | 46.51 | 34% |
| Returns for 10 years | -24.30 | N/A | - |
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