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CIPSX vs WCMLX
CIPSX vs WCMLX Comparison
Open Charts CIPSX vs WCMLX
Champlain Small Company Adv
Price$20.10
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets1.73B
WCM Small Cap Growth Institutional
Price$11.25
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets40.18M
CIPSX vs WCMLX Comparison Chart
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CIPSX vs. WCMLX commentary
Apr 29, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIPSX has more cash in the bank: 1.73B vs. WCMLX (40.2M). CIPSX (0.00) and WCMLX (0.00) have matching dividends . CIPSX was incepted earlier than WCMLX: CIPSX (20 years) vs WCMLX (6 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 : -0.54 vs. WCMLX (-8.09). WCMLX (28.13) and CIPSX (27.30) have equivalent 5 years return.
| 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 | 6 years | - |
| Gain YTD | -8.009 | -12.519 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 40.2M | 4,301% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.54 | -8.09 | 7% |
| Returns for 3 years | -1.71 | 0.72 | -239% |
| Returns for 5 years | 27.30 | 28.13 | 97% |
| Returns for 10 years | 17.89 | N/A | - |
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