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DRISX vs WCMFX
DRISX vs WCMFX Comparison
Open Charts DRISX vs WCMFX
North Square Small Cap Value I
Price$19.30
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets185.51M
WCM SMID Quality Val Fd Institutional
Price$3.62
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.61M
DRISX vs WCMFX Comparison Chart in %
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DRISX vs. WCMFX commentary
Dec 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DRISX has more cash in the bank: 186M vs. WCMFX (1.61M). DRISX pays higher dividends than WCMFX: DRISX (1.56) 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 annual gain was more profitable for investors over the last year : -13.11 vs. WCMFX (-70.39). DRISX return over 5 years is better than : -2.99 vs. WCMFX (-65.45).
| 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 | 8.399 | -69.866 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 1.61M | 11,531% |
| Annual Yield % from dividends | 1.56 | 0.00 | - |
| Returns for 1 year | -13.11 | -70.39 | 19% |
| Returns for 3 years | -12.43 | -63.72 | 20% |
| Returns for 5 years | -2.99 | -65.45 | 5% |
| Returns for 10 years | 0.49 | N/A | - |
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