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DRISX vs WCMJX
DRISX vs WCMJX Comparison
Open Charts DRISX vs WCMJX
North Square Small Cap Value I
Price$16.65
Change+$0.22 (+1.34%)
VolumeN/A
Net Assets258.76M
WCM SMID Quality Val Fd Investor
Price$10.90
Change+$0.19 (+1.77%)
VolumeN/A
Net Assets60.55M
DRISX vs WCMJX Comparison Chart
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DRISX vs. WCMJX commentary
May 09, 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 StrongBuy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DRISX has more cash in the bank: 259M vs. WCMJX (60.6M). DRISX pays higher dividends than WCMJX: DRISX (1.76) vs WCMJX (0.00). DRISX was incepted earlier than WCMJX: DRISX (18 years) vs WCMJX (6 years). WCMJX (1.52) is less costly to investors than DRISX (1.05). DRISX is a more actively managed with annual turnover of: 143.89 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than DRISX: WCMJX (1000) vs DRISX (100000). WCMJX annual gain was more profitable for investors over the last year : -17.23 vs. DRISX (-26.80). WCMJX return over 5 years is better than : 37.13 vs. DRISX (13.81).
| DRISX | WCMJX | DRISX / WCMJX | |
| Total Expense Ratio | 1.05 | 1.10 | 95% |
| Annual Report Gross Expense Ratio | 1.05 | 1.52 | 69% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -7.384 | -9.083 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259M | 60.6M | 427% |
| Annual Yield % from dividends | 1.76 | 0.00 | - |
| Returns for 1 year | -26.80 | -17.23 | 156% |
| Returns for 3 years | -19.65 | 7.10 | -277% |
| Returns for 5 years | 13.81 | 37.13 | 37% |
| Returns for 10 years | -20.27 | N/A | - |
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