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CIPSX vs WCMLX
CIPSX vs WCMLX Comparison
Open Charts CIPSX vs WCMLX
Champlain Small Company Adv
Price$18.74
Change-$0.86 (-4.39%)
VolumeN/A
Net Assets1.66B
WCM Small Cap Growth Institutional
Price$10.31
Change-$0.50 (-4.63%)
VolumeN/A
Net Assets36.73M
CIPSX vs WCMLX Comparison Chart
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CIPSX vs. WCMLX commentary
Apr 07, 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 CIPSX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIPSX has more cash in the bank: 1.66B vs. WCMLX (36.7M). CIPSX (0.00) and WCMLX (0.00) have matching dividends . CIPSX was incepted earlier than WCMLX: CIPSX (20 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than CIPSX (1.26). WCMLX is a more actively managed with annual turnover of: 48.00 vs. CIPSX (41.00). CIPSX has a lower initial minimum investment than WCMLX: CIPSX (10000) vs WCMLX (100000). CIPSX annual gain was more profitable for investors over the last year : -9.29 vs. WCMLX (-19.39). WCMLX return over 5 years is better than : 43.99 vs. CIPSX (36.79).
| CIPSX | WCMLX | CIPSX / WCMLX | |
| Total Expense Ratio | 1.26 | 0.99 | 127% |
| Annual Report Gross Expense Ratio | 1.26 | 1.86 | 68% |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | -14.233 | -19.829 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 36.7M | 4,520% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.29 | -19.39 | 48% |
| Returns for 3 years | -14.47 | -15.56 | 93% |
| Returns for 5 years | 36.79 | 43.99 | 84% |
| Returns for 10 years | 10.43 | N/A | - |
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