Ad is loading...
DRSVX vs WCMFX
DRSVX vs WCMFX Comparison
Open Charts DRSVX vs WCMFX
Foundry Partnersl Sm Cp Val I
Price$15.76
Change+$1.30 (+8.99%)
VolumeN/A
Net Assets228.83M
WCM SMID Quality Val Fd Institutional
Price$10.72
Change+$0.78 (+7.85%)
VolumeN/A
Net Assets55.89M
DRSVX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DRSVX vs. WCMFX commentary
Apr 11, 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: 229M vs. WCMFX (55.9M). DRSVX pays higher dividends than WCMFX: DRSVX (1.44) vs WCMFX (0.00). DRSVX was incepted earlier than WCMFX: DRSVX (21 years) vs WCMFX (5 years). DRSVX (1.30) and WCMFX (1.27) have similar cost to investors . DRSVX is a more actively managed with annual turnover of: 143.89 vs. WCMFX (22.00). 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 : -26.26 vs. DRSVX (-35.21). WCMFX return over 5 years is better than : 33.96 vs. DRSVX (0.66).
| DRSVX | WCMFX | DRSVX / WCMFX | |
| Total Expense Ratio | 1.30 | 0.85 | 153% |
| Annual Report Gross Expense Ratio | 1.30 | 1.27 | 102% |
| Fund Existence | 21 years | 5 years | - |
| Gain YTD | -18.027 | -17.028 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229M | 55.9M | 410% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | -35.21 | -26.26 | 134% |
| Returns for 3 years | -32.90 | -6.84 | 481% |
| Returns for 5 years | 0.66 | 33.96 | 2% |
| Returns for 10 years | -31.59 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers