Interact to see
Advertisement
Advertisement
FAMDX vs WCMLX
FAMDX vs WCMLX Comparison
Open Charts FAMDX vs WCMLX
FAM Small Cap Institutional
Price$26.51
Change+$0.78 (+3.03%)
VolumeN/A
Net Assets422.1M
WCM Small Cap Growth Institutional
Price$13.53
Change+$0.43 (+3.28%)
VolumeN/A
Net Assets45.3M
FAMDX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FAMDX vs. WCMLX commentary
Aug 26, 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 FAMDX is a Buy and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
FAMDX has more cash in the bank: 422M vs. WCMLX (45.3M). FAMDX (0.00) and WCMLX (0.00) have matching dividends . FAMDX was incepted earlier than WCMLX: FAMDX (10 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than FAMDX (1.14). WCMLX is a more actively managed with annual turnover of: 83.00 vs. FAMDX (11.00). WCMLX has a lower initial minimum investment than FAMDX: WCMLX (100000) vs FAMDX (500000). WCMLX annual gain was more profitable for investors over the last year : 5.13 vs. FAMDX (-0.97). FAMDX return over 5 years is better than : 53.77 vs. WCMLX (19.31).
| FAMDX | WCMLX | FAMDX / WCMLX | |
| Total Expense Ratio | 1.14 | 0.99 | 115% |
| Annual Report Gross Expense Ratio | 1.14 | 1.79 | 64% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -1.193 | 5.210 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 422M | 45.3M | 932% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.97 | 5.13 | -19% |
| Returns for 3 years | 12.86 | 18.48 | 70% |
| Returns for 5 years | 53.77 | 19.31 | 278% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers