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DRISX vs WCMJX
DRISX vs WCMJX Comparison
Open Charts DRISX vs WCMJX
North Square Small Cap Value I
Price$18.48
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets176.16M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
DRISX vs WCMJX Comparison Chart in %
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DRISX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
DRISX has more cash in the bank: 176M vs. WCMJX (21.8M). DRISX pays higher dividends than WCMJX: DRISX (1.55) 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: 46.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than DRISX: WCMJX (1000) vs DRISX (100000). DRISX annual gain was more profitable for investors over the last year : -19.78 vs. WCMJX (-21.05). WCMJX return over 5 years is better than : 21.44 vs. DRISX (8.70).
| 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 | 4.171 | -5.772 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | -21.05 | 94% |
| Returns for 3 years | -10.00 | 15.26 | -66% |
| Returns for 5 years | 8.70 | 21.44 | 41% |
| Returns for 10 years | -5.90 | N/A | - |
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