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DRSVX vs WCMFX
DRSVX vs WCMFX Comparison
Open Charts DRSVX vs WCMFX
North Square Small Cap Value Investor
Price$19.19
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets185.95M
WCM SMID Quality Val Fd Institutional
Price$3.62
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.62M
DRSVX vs WCMFX Comparison Chart in %
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DRSVX vs. WCMFX commentary
Dec 28, 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 WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DRSVX has more cash in the bank: 186M vs. WCMFX (1.62M). DRSVX pays higher dividends than WCMFX: DRSVX (1.31) vs WCMFX (0.00). DRSVX was incepted earlier than WCMFX: DRSVX (22 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than DRSVX (1.30). DRSVX is a more actively managed with annual turnover of: 46.00 vs. WCMFX (15.00). DRSVX has a lower initial minimum investment than WCMFX: DRSVX (2500) vs WCMFX (100000). DRSVX annual gain was more profitable for investors over the last year : -13.32 vs. WCMFX (-70.35). DRSVX return over 5 years is better than : -3.82 vs. WCMFX (-65.36).
| DRSVX | WCMFX | DRSVX / WCMFX | |
| Total Expense Ratio | 1.30 | 0.90 | 144% |
| Annual Report Gross Expense Ratio | 1.30 | 1.45 | 90% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 8.787 | -69.783 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 1.62M | 11,510% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | -13.32 | -70.35 | 19% |
| Returns for 3 years | -13.06 | -63.51 | 21% |
| Returns for 5 years | -3.82 | -65.36 | 6% |
| Returns for 10 years | 10.59 | N/A | - |
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