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DRSVX vs WCMFX
DRSVX vs WCMFX Comparison
Open Charts DRSVX vs WCMFX
Foundry Partnersl Sm Cp Val I
Price$17.13
Change-$0.40 (-2.28%)
VolumeN/A
Net Assets275.59M
WCM SMID Quality Val Fd Institutional
Price$11.44
Change-$0.20 (-1.72%)
VolumeN/A
Net Assets63.71M
DRSVX vs WCMFX Comparison Chart
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DRSVX vs. WCMFX commentary
Mar 04, 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: 276M vs. WCMFX (63.7M). DRSVX pays higher dividends than WCMFX: DRSVX (0.90) vs WCMFX (0.00). DRSVX was incepted earlier than WCMFX: DRSVX (21 years) vs WCMFX (5 years). DRSVX is a more actively managed with annual turnover of: 115.98 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 : -11.28 vs. DRSVX (-17.59). WCMFX return over 5 years is better than : 22.40 vs. DRSVX (-1.55).
| DRSVX | WCMFX | DRSVX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 5 years | - |
| Gain YTD | -0.624 | -2.838 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 63.7M | 433% |
| Annual Yield % from dividends | 0.90 | 0.00 | - |
| Returns for 1 year | -17.59 | -11.28 | 156% |
| Returns for 3 years | -20.82 | 6.69 | -311% |
| Returns for 5 years | -1.55 | 22.40 | -7% |
| Returns for 10 years | -14.34 | N/A | - |