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DRISX vs WCMJX
DRISX vs WCMJX Comparison
Open Charts DRISX vs WCMJX
North Square Small Cap Value I
Price$19.21
Change+$0.25 (+1.32%)
VolumeN/A
Net Assets183.53M
WCM SMID Quality Val Fd Investor
Price$11.25
Change+$0.09 (+0.81%)
VolumeN/A
Net Assets50.28M
DRISX vs WCMJX Comparison Chart in %
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DRISX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
DRISX has more cash in the bank: 184M vs. WCMJX (50.3M). DRISX pays higher dividends than WCMJX: DRISX (1.55) vs WCMJX (0.00). DRISX was incepted earlier than WCMJX: DRISX (18 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than DRISX (1.05). DRISX is a more actively managed with annual turnover of: 46.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than DRISX: WCMJX (1000) vs DRISX (100000). DRISX annual gain was more profitable for investors over the last year : -14.94 vs. WCMJX (-19.30). WCMJX return over 5 years is better than : 35.87 vs. DRISX (26.52).
| DRISX | WCMJX | DRISX / WCMJX | |
| Total Expense Ratio | 1.05 | 1.15 | 91% |
| Annual Report Gross Expense Ratio | 1.05 | 1.70 | 62% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 8.286 | -4.499 | -184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | -19.30 | 77% |
| Returns for 3 years | 2.02 | 21.75 | 9% |
| Returns for 5 years | 26.52 | 35.87 | 74% |
| Returns for 10 years | 5.04 | N/A | - |
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