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DRSVX vs WCMJX
DRSVX vs WCMJX Comparison
Open Charts DRSVX vs WCMJX
North Square Small Cap Value Investor
Price$19.19
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets186.17M
WCM SMID Quality Val Fd Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.62M
DRSVX vs WCMJX Comparison Chart in %
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DRSVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DRSVX has more cash in the bank: 186M vs. WCMJX (1.62M). DRSVX pays higher dividends than WCMJX: DRSVX (1.31) 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 : -13.32 vs. WCMJX (-71.61). DRSVX return over 5 years is better than : -3.82 vs. WCMJX (-67.27).
| 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 | 8.787 | -71.053 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -71.61 | 19% |
| Returns for 3 years | -13.06 | -65.27 | 20% |
| Returns for 5 years | -3.82 | -67.27 | 6% |
| Returns for 10 years | 10.59 | N/A | - |
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