Interact to see
Advertisement
Advertisement
DRSVX vs WCMJX
DRSVX vs WCMJX Comparison
Open Charts DRSVX vs WCMJX
North Square Small Cap Value Investor
Price$16.61
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets161.66M
WCM SMID Quality Val Fd Investor
Price$10.97
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets59.84M
DRSVX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DRSVX vs. WCMJX commentary
Jun 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DRSVX has more cash in the bank: 162M vs. WCMJX (59.8M). DRSVX pays higher dividends than WCMJX: DRSVX (1.45) vs WCMJX (0.00). DRSVX was incepted earlier than WCMJX: DRSVX (21 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: 143.89 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 : -16.77 vs. DRSVX (-23.72). WCMJX return over 5 years is better than : 31.69 vs. DRSVX (8.94).
| DRSVX | WCMJX | DRSVX / WCMJX | |
| Total Expense Ratio | 1.30 | 1.15 | 113% |
| Annual Report Gross Expense Ratio | 1.30 | 1.70 | 76% |
| Fund Existence | 21 years | 6 years | - |
| Gain YTD | -5.839 | -6.876 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 59.8M | 271% |
| Annual Yield % from dividends | 1.45 | 0.00 | - |
| Returns for 1 year | -23.72 | -16.77 | 141% |
| Returns for 3 years | -15.46 | 14.03 | -110% |
| Returns for 5 years | 8.94 | 31.69 | 28% |
| Returns for 10 years | -22.95 | N/A | - |