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DRSVX vs WCMFX
DRSVX vs WCMFX Comparison
Open Charts DRSVX vs WCMFX
North Square Small Cap Value Investor
Price$18.83
Change-$0.20 (-1.05%)
VolumeN/A
Net Assets183.13M
WCM SMID Quality Val Fd Institutional
Price$11.37
Change-$0.19 (-1.64%)
VolumeN/A
Net Assets59.32M
DRSVX vs WCMFX Comparison Chart in %
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DRSVX vs. WCMFX commentary
Sep 26, 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 DRSVX is a Buy and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
DRSVX has more cash in the bank: 183M vs. WCMFX (59.3M). DRSVX pays higher dividends than WCMFX: DRSVX (1.30) vs WCMFX (0.00). DRSVX was incepted earlier than WCMFX: DRSVX (22 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than DRSVX (1.30). DRSVX is a more actively managed with annual turnover of: 46.00 vs. WCMFX (15.00). DRSVX has a lower initial minimum investment than WCMFX: DRSVX (2500) vs WCMFX (100000). DRSVX annual gain was more profitable for investors over the last year : -14.92 vs. WCMFX (-17.25). WCMFX return over 5 years is better than : 39.11 vs. DRSVX (24.42).
| DRSVX | WCMFX | DRSVX / WCMFX | |
| Total Expense Ratio | 1.30 | 0.90 | 144% |
| Annual Report Gross Expense Ratio | 1.30 | 1.45 | 90% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 7.880 | -3.506 | -225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 59.3M | 309% |
| Annual Yield % from dividends | 1.30 | 0.00 | - |
| Returns for 1 year | -14.92 | -17.25 | 86% |
| Returns for 3 years | 0.90 | 23.37 | 4% |
| Returns for 5 years | 24.42 | 39.11 | 62% |
| Returns for 10 years | 2.23 | N/A | - |
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