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DRISX vs WCMJX
DRISX vs WCMJX Comparison
Open Charts DRISX vs WCMJX
Foundry Partners Sm Cp Val Instl
Price$17.68
Change-$0.45 (-2.48%)
VolumeN/A
Net Assets276.44M
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
DRISX vs WCMJX Comparison Chart
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DRISX vs. WCMJX commentary
Feb 23, 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 Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DRISX has more cash in the bank: 276M vs. WCMJX (66.5M). DRISX pays higher dividends than WCMJX: DRISX (1.12) vs WCMJX (0.00). DRISX was incepted earlier than WCMJX: DRISX (18 years) vs WCMJX (5 years). DRISX is a more actively managed with annual turnover of: 115.98 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than DRISX: WCMJX (1000) vs DRISX (100000). WCMJX annual gain was more profitable for investors over the last year : -6.43 vs. DRISX (-15.37). WCMJX return over 5 years is better than : 9.18 vs. DRISX (-9.90).
| DRISX | WCMJX | DRISX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | -0.338 | -1.104 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 66.5M | 415% |
| Annual Yield % from dividends | 1.12 | 0.00 | - |
| Returns for 1 year | -15.37 | -6.43 | 239% |
| Returns for 3 years | -18.45 | 8.68 | -213% |
| Returns for 5 years | -9.90 | 9.18 | -108% |
| Returns for 10 years | -13.51 | N/A | - |
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