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DRISX vs WCMFX
DRISX vs WCMFX Comparison
Open Charts DRISX vs WCMFX
North Square Small Cap Value I
Price$18.48
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets176.16M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
DRISX vs WCMFX Comparison Chart in %
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DRISX vs. WCMFX commentary
Oct 20, 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 WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
DRISX has more cash in the bank: 176M vs. WCMFX (21.8M). DRISX pays higher dividends than WCMFX: DRISX (1.55) 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: 46.00 vs. WCMFX (15.00). DRISX (100000) and WCMFX (100000) have matching initial minimum investment requirements. DRISX (-19.78) and WCMFX (-20.62) have marching annual gain over last year. WCMFX return over 5 years is better than : 23.45 vs. DRISX (8.70).
| 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 | 4.171 | -5.509 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 21.8M | 807% |
| Annual Yield % from dividends | 1.55 | 0.00 | - |
| Returns for 1 year | -19.78 | -20.62 | 96% |
| Returns for 3 years | -10.00 | 16.46 | -61% |
| Returns for 5 years | 8.70 | 23.45 | 37% |
| Returns for 10 years | -5.90 | N/A | - |
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