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DRISX vs WCMJX
DRISX vs WCMJX Comparison
Open Charts DRISX vs WCMJX
Foundry Partners Sm Cp Val Instl
Price$18.42
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets292.36M
WCM SMID Quality Val Fd Investor
Price$12.26
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets69.09M
DRISX vs WCMJX Comparison Chart
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DRISX vs. WCMJX commentary
Jan 19, 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: 292M vs. WCMJX (69.1M). DRISX pays higher dividends than WCMJX: DRISX (1.12) vs WCMJX (0.00). DRISX was incepted earlier than WCMJX: DRISX (17 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 : 4.97 vs. DRISX (-8.42). WCMJX return over 5 years is better than : 14.58 vs. DRISX (-9.03).
| DRISX | WCMJX | DRISX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 3.833 | 4.075 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 69.1M | 423% |
| Annual Yield % from dividends | 1.12 | 0.00 | - |
| Returns for 1 year | -8.42 | 4.97 | -170% |
| Returns for 3 years | -19.47 | 11.76 | -166% |
| Returns for 5 years | -9.03 | 14.58 | -62% |
| Returns for 10 years | -3.93 | N/A | - |
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