DRISX
Price
$18.26
Change
-$0.26 (-1.40%)
Updated
Nov 13 closing price
Net Assets
176.85M
WCMFX
Price
$10.89
Change
-$0.14 (-1.27%)
Updated
Nov 13 closing price
Net Assets
7.4M
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DRISX vs WCMFX

Header iconDRISX vs WCMFX Comparison
Open Charts DRISX vs WCMFXBanner chart's image
North Square Small Cap Value I
Price$18.26
Change-$0.26 (-1.40%)
VolumeN/A
Net Assets176.85M
WCM SMID Quality Val Fd Institutional
Price$10.89
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets7.4M
DRISX vs WCMFX Comparison Chart in %
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DRISX vs. WCMFX commentary
Nov 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 WCMFX is a Buy.

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FUNDAMENTALS
Fundamentals
DRISX has more cash in the bank: 177M vs. WCMFX (7.41M). DRISX pays higher dividends than WCMFX: DRISX (1.59) 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 : -21.74 vs. WCMFX (-24.81). WCMFX return over 5 years is better than : 15.14 vs. DRISX (0.94).
DRISXWCMFXDRISX / WCMFX
Total Expense Ratio1.050.90117%
Annual Report Gross Expense Ratio1.051.4572%
Fund Existence18 years6 years-
Gain YTD2.931-7.930-37%
Front LoadN/AN/A-
Min. Initial Investment100000100000100%
Min. Initial Investment IRAN/AN/A-
Net Assets177M7.41M2,390%
Annual Yield % from dividends1.590.00-
Returns for 1 year-21.74-24.8188%
Returns for 3 years-20.045.15-389%
Returns for 5 years0.9415.146%
Returns for 10 years-6.93N/A-
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