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DRISX vs WCMJX
DRISX vs WCMJX Comparison
Open Charts DRISX vs WCMJX
North Square Small Cap Value I
Price$18.01
Change+$0.13 (+0.73%)
VolumeN/A
Net Assets172.61M
WCM SMID Quality Val Fd Investor
Price$11.60
Change+$0.06 (+0.52%)
VolumeN/A
Net Assets62.8M
DRISX vs WCMJX Comparison Chart in %
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DRISX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DRISX has more cash in the bank: 173M vs. WCMJX (62.8M). DRISX pays higher dividends than WCMJX: DRISX (1.67) 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: 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 : -11.37 vs. DRISX (-18.67). WCMJX return over 5 years is better than : 37.87 vs. DRISX (20.08).
| 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 | 0.789 | -2.037 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | -11.37 | 164% |
| Returns for 3 years | -8.60 | 15.17 | -57% |
| Returns for 5 years | 20.08 | 37.87 | 53% |
| Returns for 10 years | -12.30 | N/A | - |
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