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ABASX vs WCMFX
ABASX vs WCMFX Comparison
Open Charts ABASX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.15
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets61.31M
ABASX vs WCMFX Comparison Chart
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ABASX vs. WCMFX commentary
Apr 03, 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 ABASX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ABASX has more cash in the bank: 2.24B vs. WCMFX (61.3M). ABASX pays higher dividends than WCMFX: ABASX (0.53) vs WCMFX (0.00). ABASX was incepted earlier than WCMFX: ABASX (24 years) vs WCMFX (5 years). WCMFX (1.27) is less costly to investors than ABASX (1.10). ABASX is a more actively managed with annual turnover of: 53.00 vs. WCMFX (22.00). ABASX has a lower initial minimum investment than WCMFX: ABASX (2500) vs WCMFX (100000). ABASX annual gain was more profitable for investors over the last year : -13.90 vs. WCMFX (-17.86). WCMFX return over 5 years is better than : 71.49 vs. ABASX (67.60).
| ABASX | WCMFX | ABASX / WCMFX | |
| Total Expense Ratio | 1.10 | 0.85 | 129% |
| Annual Report Gross Expense Ratio | 1.10 | 1.27 | 87% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -5.834 | -7.095 | 82% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 61.3M | 3,646% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -13.90 | -17.86 | 78% |
| Returns for 3 years | -16.82 | 1.18 | -1,423% |
| Returns for 5 years | 67.60 | 71.49 | 95% |
| Returns for 10 years | -2.74 | N/A | - |
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