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DRSVX vs WCMFX
DRSVX vs WCMFX Comparison
Open Charts DRSVX vs WCMFX
North Square Small Cap Value Investor
Price$18.34
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets176.34M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.71M
DRSVX vs WCMFX Comparison Chart in %
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DRSVX vs. WCMFX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
DRSVX has more cash in the bank: 176M vs. WCMFX (21.7M). DRSVX pays higher dividends than WCMFX: DRSVX (1.30) 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 (-19.95) and WCMFX (-20.62) have marching annual gain over last year. WCMFX return over 5 years is better than : 23.45 vs. DRSVX (7.33).
| 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 | 4.138 | -5.509 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 21.7M | 811% |
| Annual Yield % from dividends | 1.30 | 0.00 | - |
| Returns for 1 year | -19.95 | -20.62 | 97% |
| Returns for 3 years | -10.69 | 16.46 | -65% |
| Returns for 5 years | 7.33 | 23.45 | 31% |
| Returns for 10 years | -8.14 | N/A | - |
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