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DRSVX vs WCMFX
DRSVX vs WCMFX Comparison
Open Charts DRSVX vs WCMFX
North Square Small Cap Value Investor
Price$17.53
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets169.15M
WCM SMID Quality Val Fd Institutional
Price$11.50
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.2M
DRSVX vs WCMFX Comparison Chart in %
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DRSVX vs. WCMFX commentary
Aug 08, 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DRSVX has more cash in the bank: 169M vs. WCMFX (60.2M). DRSVX pays higher dividends than WCMFX: DRSVX (1.39) 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: 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 : -13.62 vs. DRSVX (-19.95). WCMFX return over 5 years is better than : 26.40 vs. DRSVX (5.31).
| 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 | -0.567 | -3.673 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 60.2M | 281% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | -19.95 | -13.62 | 146% |
| Returns for 3 years | -18.12 | 8.26 | -220% |
| Returns for 5 years | 5.31 | 26.40 | 20% |
| Returns for 10 years | -12.25 | N/A | - |
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