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DRSVX vs WCMJX
DRSVX vs WCMJX Comparison
Open Charts DRSVX vs WCMJX
North Square Small Cap Value Investor
Price$18.75
Change-$0.17 (-0.90%)
VolumeN/A
Net Assets182.61M
WCM SMID Quality Val Fd Investor
Price$11.60
Change-$0.11 (-0.94%)
VolumeN/A
Net Assets61.78M
DRSVX vs WCMJX Comparison Chart in %
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DRSVX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
DRSVX has more cash in the bank: 183M vs. WCMJX (61.8M). DRSVX pays higher dividends than WCMJX: DRSVX (1.30) vs WCMJX (0.00). DRSVX was incepted earlier than WCMJX: DRSVX (22 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than DRSVX (1.30). DRSVX is a more actively managed with annual turnover of: 46.00 vs. WCMJX (15.00). 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 : -16.06 vs. DRSVX (-18.74). WCMJX return over 5 years is better than : 31.43 vs. DRSVX (15.12).
| DRSVX | WCMJX | DRSVX / WCMJX | |
| Total Expense Ratio | 1.30 | 1.15 | 113% |
| Annual Report Gross Expense Ratio | 1.30 | 1.70 | 76% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 7.256 | -0.594 | -1,221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -16.06 | 117% |
| Returns for 3 years | -7.97 | 18.64 | -43% |
| Returns for 5 years | 15.12 | 31.43 | 48% |
| Returns for 10 years | 0.28 | N/A | - |
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