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DRSVX vs WCMFX
DRSVX vs WCMFX Comparison
Open Charts DRSVX vs WCMFX
North Square Small Cap Value Investor
Price$16.89
Change+$0.16 (+0.96%)
VolumeN/A
Net Assets195.2M
WCM SMID Quality Val Fd Institutional
Price$11.33
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets60.5M
DRSVX vs WCMFX Comparison Chart
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DRSVX vs. WCMFX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DRSVX has more cash in the bank: 195M vs. WCMFX (60.5M). DRSVX pays higher dividends than WCMFX: DRSVX (1.45) vs WCMFX (0.00). DRSVX was incepted earlier than WCMFX: DRSVX (21 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: 143.89 vs. WCMFX (15.00). DRSVX has a lower initial minimum investment than WCMFX: DRSVX (2500) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : -14.31 vs. DRSVX (-24.87). WCMFX return over 5 years is better than : 23.87 vs. DRSVX (-1.70).
| DRSVX | WCMFX | DRSVX / WCMFX | |
| Total Expense Ratio | 1.30 | 0.90 | 144% |
| Annual Report Gross Expense Ratio | 1.30 | 1.45 | 90% |
| Fund Existence | 21 years | 6 years | - |
| Gain YTD | -5.159 | -6.010 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195M | 60.5M | 322% |
| Annual Yield % from dividends | 1.45 | 0.00 | - |
| Returns for 1 year | -24.87 | -14.31 | 174% |
| Returns for 3 years | -25.90 | 5.04 | -514% |
| Returns for 5 years | -1.70 | 23.87 | -7% |
| Returns for 10 years | -20.50 | N/A | - |
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