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DRISX vs WCMFX
DRISX vs WCMFX Comparison
Open Charts DRISX vs WCMFX
North Square Small Cap Value I
Price$16.78
Change-$0.37 (-2.16%)
VolumeN/A
Net Assets198.81M
WCM SMID Quality Val Fd Institutional
Price$11.15
Change-$0.19 (-1.68%)
VolumeN/A
Net Assets60.8M
DRISX vs WCMFX Comparison Chart
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DRISX vs. WCMFX commentary
Jun 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DRISX has more cash in the bank: 199M vs. WCMFX (60.8M). DRISX pays higher dividends than WCMFX: DRISX (1.73) 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 : -14.93 vs. DRISX (-22.06). WCMFX return over 5 years is better than : 37.45 vs. DRISX (13.02).
| 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 | -3.326 | -5.342 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 199M | 60.8M | 327% |
| Annual Yield % from dividends | 1.73 | 0.00 | - |
| Returns for 1 year | -22.06 | -14.93 | 148% |
| Returns for 3 years | -14.92 | 14.78 | -101% |
| Returns for 5 years | 13.02 | 37.45 | 35% |
| Returns for 10 years | -17.83 | N/A | - |
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