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DRISX vs WCMFX
DRISX vs WCMFX Comparison
Open Charts DRISX vs WCMFX
North Square Small Cap Value I
Price$18.11
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets173.88M
WCM SMID Quality Val Fd Institutional
Price$11.88
Change+$0.17 (+1.45%)
VolumeN/A
Net Assets61.29M
DRISX vs WCMFX Comparison Chart in %
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DRISX vs. WCMFX commentary
Jul 26, 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DRISX has more cash in the bank: 174M vs. WCMFX (61.3M). DRISX pays higher dividends than WCMFX: DRISX (1.67) vs WCMFX (0.00). DRISX was incepted earlier than WCMFX: DRISX (18 years) vs WCMFX (6 years). WCMFX (1.45) 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 : -14.59 vs. DRISX (-23.67). WCMFX return over 5 years is better than : 34.29 vs. DRISX (15.99).
| DRISX | WCMFX | DRISX / WCMFX | |
| Total Expense Ratio | 1.05 | 0.90 | 117% |
| Annual Report Gross Expense Ratio | 1.05 | 1.45 | 72% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 1.747 | -2.254 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 61.3M | 284% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | -23.67 | -14.59 | 162% |
| Returns for 3 years | -11.93 | 12.92 | -92% |
| Returns for 5 years | 15.99 | 34.29 | 47% |
| Returns for 10 years | -8.35 | N/A | - |
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