Interact to see
Advertisement
Advertisement
DRSVX vs WCMFX
DRSVX vs WCMFX Comparison
Open Charts DRSVX vs WCMFX
North Square Small Cap Value Investor
Price$18.75
Change-$0.17 (-0.90%)
VolumeN/A
Net Assets182.61M
WCM SMID Quality Val Fd Institutional
Price$11.81
Change-$0.12 (-1.01%)
VolumeN/A
Net Assets61.78M
DRSVX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DRSVX vs. WCMFX commentary
Sep 03, 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 Buy.
FUNDAMENTALS
Fundamentals
DRSVX has more cash in the bank: 183M vs. WCMFX (61.8M). 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). WCMFX annual gain was more profitable for investors over the last year : -15.63 vs. DRSVX (-18.74). WCMFX return over 5 years is better than : 33.59 vs. DRSVX (15.12).
| 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 | 7.256 | -0.417 | -1,739% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 61.8M | 296% |
| Annual Yield % from dividends | 1.30 | 0.00 | - |
| Returns for 1 year | -18.74 | -15.63 | 120% |
| Returns for 3 years | -7.97 | 19.90 | -40% |
| Returns for 5 years | 15.12 | 33.59 | 45% |
| Returns for 10 years | 0.28 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers