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DRSVX vs WCMJX
DRSVX vs WCMJX Comparison
Open Charts DRSVX vs WCMJX
Foundry Partnersl Sm Cp Val I
Price$17.13
Change-$0.40 (-2.28%)
VolumeN/A
Net Assets275.59M
WCM SMID Quality Val Fd Investor
Price$11.24
Change-$0.20 (-1.75%)
VolumeN/A
Net Assets63.71M
DRSVX vs WCMJX Comparison Chart
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DRSVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DRSVX has more cash in the bank: 276M vs. WCMJX (63.7M). 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 : -11.66 vs. DRSVX (-17.59). WCMJX return over 5 years is better than : 20.29 vs. DRSVX (-1.55).
| 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 | -0.624 | -2.886 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -11.66 | 151% |
| Returns for 3 years | -20.82 | 5.63 | -370% |
| Returns for 5 years | -1.55 | 20.29 | -8% |
| Returns for 10 years | -14.34 | N/A | - |
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