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ABASX vs WCMJX
ABASX vs WCMJX Comparison
Open Charts ABASX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$10.96
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets61.31M
ABASX vs WCMJX Comparison Chart
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ABASX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ABASX has more cash in the bank: 2.24B vs. WCMJX (61.3M). ABASX pays higher dividends than WCMJX: ABASX (0.53) vs WCMJX (0.00). ABASX was incepted earlier than WCMJX: ABASX (24 years) vs WCMJX (5 years). WCMJX (1.52) is less costly to investors than ABASX (1.10). ABASX is a more actively managed with annual turnover of: 53.00 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than ABASX: WCMJX (1000) vs ABASX (2500). ABASX annual gain was more profitable for investors over the last year : -13.90 vs. WCMJX (-18.24). WCMJX (68.57) and ABASX (67.60) have equivalent 5 years return.
| ABASX | WCMJX | ABASX / WCMJX | |
| Total Expense Ratio | 1.10 | 1.10 | 100% |
| Annual Report Gross Expense Ratio | 1.10 | 1.52 | 72% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -5.834 | -7.131 | 82% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -18.24 | 76% |
| Returns for 3 years | -16.82 | 0.18 | -9,182% |
| Returns for 5 years | 67.60 | 68.57 | 99% |
| Returns for 10 years | -2.74 | N/A | - |
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