Interact to see
Advertisement
Advertisement
DRISX vs WCMFX
DRISX vs WCMFX Comparison
Open Charts DRISX vs WCMFX
North Square Small Cap Value I
Price$19.14
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets183.16M
WCM SMID Quality Val Fd Institutional
Price$11.83
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets61.78M
DRISX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DRISX vs. WCMFX commentary
Sep 08, 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 Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
DRISX has more cash in the bank: 183M vs. WCMFX (61.8M). DRISX pays higher dividends than WCMFX: DRISX (1.55) 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: 46.00 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 : -12.15 vs. DRISX (-13.82). WCMFX return over 5 years is better than : 34.80 vs. DRISX (17.15).
| 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 | 7.892 | -0.417 | -1,891% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 61.8M | 296% |
| Annual Yield % from dividends | 1.55 | 0.00 | - |
| Returns for 1 year | -13.82 | -12.15 | 114% |
| Returns for 3 years | -5.73 | 20.63 | -28% |
| Returns for 5 years | 17.15 | 34.80 | 49% |
| Returns for 10 years | 1.22 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers