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DRSVX vs WCMJX
DRSVX vs WCMJX Comparison
Open Charts DRSVX vs WCMJX
North Square Small Cap Value Investor
Price$18.34
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets176.34M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
DRSVX vs WCMJX Comparison Chart in %
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DRSVX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
DRSVX has more cash in the bank: 176M vs. WCMJX (21.8M). 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). DRSVX annual gain was more profitable for investors over the last year : -19.95 vs. WCMJX (-21.05). WCMJX return over 5 years is better than : 21.44 vs. DRSVX (7.33).
| 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 | 4.138 | -5.772 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 21.8M | 807% |
| Annual Yield % from dividends | 1.30 | 0.00 | - |
| Returns for 1 year | -19.95 | -21.05 | 95% |
| Returns for 3 years | -10.69 | 15.26 | -70% |
| Returns for 5 years | 7.33 | 21.44 | 34% |
| Returns for 10 years | -8.14 | N/A | - |
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