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DRSVX vs WCMJX
DRSVX vs WCMJX Comparison
Open Charts DRSVX vs WCMJX
Foundry Partnersl Sm Cp Val I
Price$18.39
Change+$0.21 (+1.16%)
VolumeN/A
Net Assets290.92M
WCM SMID Quality Val Fd Investor
Price$12.30
Change+$0.12 (+0.99%)
VolumeN/A
Net Assets68.73M
DRSVX vs WCMJX Comparison Chart
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DRSVX vs. WCMJX commentary
Jan 31, 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 StrongBuy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DRSVX has more cash in the bank: 291M vs. WCMJX (68.7M). DRSVX pays higher dividends than WCMJX: DRSVX (0.90) vs WCMJX (0.00). DRSVX was incepted earlier than WCMJX: DRSVX (21 years) vs WCMJX (5 years). DRSVX is a more actively managed with annual turnover of: 115.98 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 : 3.22 vs. DRSVX (-11.20). WCMJX return over 5 years is better than : 18.14 vs. DRSVX (-5.48).
| DRSVX | WCMJX | DRSVX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 5 years | - |
| Gain YTD | 3.061 | 3.396 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 68.7M | 424% |
| Annual Yield % from dividends | 0.90 | 0.00 | - |
| Returns for 1 year | -11.20 | 3.22 | -348% |
| Returns for 3 years | -16.94 | 13.09 | -129% |
| Returns for 5 years | -5.48 | 18.14 | -30% |
| Returns for 10 years | -8.14 | N/A | - |
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