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ABASX vs WCMFX
ABASX vs WCMFX Comparison
Open Charts ABASX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$12.51
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets68.73M
ABASX vs WCMFX Comparison Chart
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ABASX vs. WCMFX commentary
Jan 31, 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: 2.47B vs. WCMFX (68.7M). ABASX pays higher dividends than WCMFX: ABASX (0.42) vs WCMFX (0.00). ABASX was incepted earlier than WCMFX: ABASX (24 years) vs WCMFX (5 years). ABASX is a more actively managed with annual turnover of: 52.00 vs. WCMFX (22.00). ABASX has a lower initial minimum investment than WCMFX: ABASX (2500) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : 3.68 vs. ABASX (2.72). WCMFX return over 5 years is better than : 20.06 vs. ABASX (16.83).
| ABASX | WCMFX | ABASX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 3.616 | 3.422 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 68.7M | 3,590% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | 2.72 | 3.68 | 74% |
| Returns for 3 years | -9.60 | 14.19 | -68% |
| Returns for 5 years | 16.83 | 20.06 | 84% |
| Returns for 10 years | 13.69 | N/A | - |
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