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DRISX vs WCMJX
DRISX vs WCMJX Comparison
Open Charts DRISX vs WCMJX
North Square Small Cap Value I
Price$16.78
Change-$0.37 (-2.16%)
VolumeN/A
Net Assets198.81M
WCM SMID Quality Val Fd Investor
Price$10.95
Change-$0.19 (-1.71%)
VolumeN/A
Net Assets60.8M
DRISX vs WCMJX Comparison Chart
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DRISX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DRISX has more cash in the bank: 199M vs. WCMJX (60.8M). DRISX pays higher dividends than WCMJX: DRISX (1.73) 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 : -15.29 vs. DRISX (-22.06). WCMJX return over 5 years is better than : 35.19 vs. DRISX (13.02).
| 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 | -3.326 | -5.433 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | -15.29 | 144% |
| Returns for 3 years | -14.92 | 13.67 | -109% |
| Returns for 5 years | 13.02 | 35.19 | 37% |
| Returns for 10 years | -17.83 | N/A | - |
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