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DRSVX vs WCMJX
DRSVX vs WCMJX Comparison
Open Charts DRSVX vs WCMJX
Foundry Partnersl Sm Cp Val I
Price$15.76
Change+$1.30 (+8.99%)
VolumeN/A
Net Assets228.83M
WCM SMID Quality Val Fd Investor
Price$10.54
Change+$0.77 (+7.88%)
VolumeN/A
Net Assets55.89M
DRSVX vs WCMJX Comparison Chart
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DRSVX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
DRSVX has more cash in the bank: 229M vs. WCMJX (55.9M). DRSVX pays higher dividends than WCMJX: DRSVX (1.44) vs WCMJX (0.00). DRSVX was incepted earlier than WCMJX: DRSVX (21 years) vs WCMJX (5 years). WCMJX (1.52) is less costly to investors than DRSVX (1.30). DRSVX is a more actively managed with annual turnover of: 143.89 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than DRSVX: WCMJX (1000) vs DRSVX (2500). WCMJX annual gain was more profitable for investors over the last year : -26.54 vs. DRSVX (-35.21). WCMJX return over 5 years is better than : 31.85 vs. DRSVX (0.66).
| DRSVX | WCMJX | DRSVX / WCMJX | |
| Total Expense Ratio | 1.30 | 1.10 | 118% |
| Annual Report Gross Expense Ratio | 1.30 | 1.52 | 86% |
| Fund Existence | 21 years | 5 years | - |
| Gain YTD | -18.027 | -17.063 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -26.54 | 133% |
| Returns for 3 years | -32.90 | -7.66 | 430% |
| Returns for 5 years | 0.66 | 31.85 | 2% |
| Returns for 10 years | -31.59 | N/A | - |
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