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DRISX vs WCMFX
DRISX vs WCMFX Comparison
Open Charts DRISX vs WCMFX
North Square Small Cap Value I
Price$19.21
Change+$0.25 (+1.32%)
VolumeN/A
Net Assets183.53M
WCM SMID Quality Val Fd Institutional
Price$11.46
Change+$0.09 (+0.79%)
VolumeN/A
Net Assets50.28M
DRISX vs WCMFX Comparison Chart in %
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DRISX vs. WCMFX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
DRISX has more cash in the bank: 184M vs. WCMFX (50.3M). 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. DRISX annual gain was more profitable for investors over the last year : -14.94 vs. WCMFX (-18.95). WCMFX return over 5 years is better than : 37.91 vs. DRISX (26.52).
| 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 | 8.286 | -4.341 | -191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 50.3M | 366% |
| Annual Yield % from dividends | 1.55 | 0.00 | - |
| Returns for 1 year | -14.94 | -18.95 | 79% |
| Returns for 3 years | 2.02 | 22.96 | 9% |
| Returns for 5 years | 26.52 | 37.91 | 70% |
| Returns for 10 years | 5.04 | N/A | - |
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