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DRISX vs WCMFX
DRISX vs WCMFX Comparison
Open Charts DRISX vs WCMFX
North Square Small Cap Value I
Price$18.01
Change+$0.13 (+0.73%)
VolumeN/A
Net Assets172.61M
WCM SMID Quality Val Fd Institutional
Price$11.81
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets62.8M
DRISX vs WCMFX Comparison Chart in %
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DRISX vs. WCMFX commentary
Jul 05, 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: 173M vs. WCMFX (62.8M). 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 : -10.92 vs. DRISX (-18.67). WCMFX return over 5 years is better than : 40.21 vs. DRISX (20.08).
| 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 | 0.789 | -1.920 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 62.8M | 275% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | -18.67 | -10.92 | 171% |
| Returns for 3 years | -8.60 | 16.22 | -53% |
| Returns for 5 years | 20.08 | 40.21 | 50% |
| Returns for 10 years | -12.30 | N/A | - |
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