Ad is loading...
DRISX vs WCMFX
DRISX vs WCMFX Comparison
Open Charts DRISX vs WCMFX
Foundry Partners Sm Cp Val Instl
Price$18.50
Change+$0.21 (+1.15%)
VolumeN/A
Net Assets290.92M
WCM SMID Quality Val Fd Institutional
Price$12.51
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets68.73M
DRISX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DRISX vs. WCMFX commentary
Jan 31, 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: 291M vs. WCMFX (68.7M). DRISX pays higher dividends than WCMFX: DRISX (1.12) vs WCMFX (0.00). DRISX was incepted earlier than WCMFX: DRISX (17 years) vs WCMFX (5 years). DRISX is a more actively managed with annual turnover of: 115.98 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 : 3.68 vs. DRISX (-10.86). WCMFX return over 5 years is better than : 20.06 vs. DRISX (-4.06).
| DRISX | WCMFX | DRISX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 3.100 | 3.422 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 68.7M | 424% |
| Annual Yield % from dividends | 1.12 | 0.00 | - |
| Returns for 1 year | -10.86 | 3.68 | -295% |
| Returns for 3 years | -16.16 | 14.19 | -114% |
| Returns for 5 years | -4.06 | 20.06 | -20% |
| Returns for 10 years | -5.73 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...