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DRISX vs WCMFX
DRISX vs WCMFX Comparison
Open Charts DRISX vs WCMFX
North Square Small Cap Value I
Price$16.65
Change+$0.22 (+1.34%)
VolumeN/A
Net Assets258.76M
WCM SMID Quality Val Fd Institutional
Price$11.09
Change+$0.19 (+1.74%)
VolumeN/A
Net Assets60.55M
DRISX vs WCMFX Comparison Chart
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DRISX vs. WCMFX commentary
May 09, 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 DRISX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DRISX has more cash in the bank: 259M vs. WCMFX (60.6M). DRISX pays higher dividends than WCMFX: DRISX (1.76) vs WCMFX (0.00). DRISX was incepted earlier than WCMFX: DRISX (18 years) vs WCMFX (6 years). WCMFX (1.27) is less costly to investors than DRISX (1.05). DRISX is a more actively managed with annual turnover of: 143.89 vs. WCMFX (15.00). DRISX (100000) and WCMFX (100000) have matching initial minimum investment requirements. WCMFX annual gain was more profitable for investors over the last year : -16.86 vs. DRISX (-26.80). WCMFX return over 5 years is better than : 39.39 vs. DRISX (13.81).
| DRISX | WCMFX | DRISX / WCMFX | |
| Total Expense Ratio | 1.05 | 0.85 | 124% |
| Annual Report Gross Expense Ratio | 1.05 | 1.27 | 83% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -7.384 | -9.015 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259M | 60.6M | 427% |
| Annual Yield % from dividends | 1.76 | 0.00 | - |
| Returns for 1 year | -26.80 | -16.86 | 159% |
| Returns for 3 years | -19.65 | 8.13 | -242% |
| Returns for 5 years | 13.81 | 39.39 | 35% |
| Returns for 10 years | -20.27 | N/A | - |