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FAMDX vs WCMLX
FAMDX vs WCMLX Comparison
Open Charts FAMDX vs WCMLX
FAM Small Cap Institutional
Price$27.31
Change-$0.66 (-2.36%)
VolumeN/A
Net Assets434.77M
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
FAMDX vs WCMLX Comparison Chart
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FAMDX vs. WCMLX commentary
Feb 23, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FAMDX has more cash in the bank: 435M vs. WCMLX (40.2M). FAMDX (0.00) and WCMLX (0.00) have matching dividends . FAMDX was incepted earlier than WCMLX: FAMDX (9 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. FAMDX (16.00). WCMLX has a lower initial minimum investment than FAMDX: WCMLX (100000) vs FAMDX (500000). FAMDX annual gain was more profitable for investors over the last year : 8.29 vs. WCMLX (-1.40). FAMDX return over 5 years is better than : 45.96 vs. WCMLX (15.29).
| FAMDX | WCMLX | FAMDX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 1.789 | -1.477 | -121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 435M | 40.2M | 1,082% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.29 | -1.40 | -592% |
| Returns for 3 years | 18.64 | 7.19 | 259% |
| Returns for 5 years | 45.96 | 15.29 | 301% |
| Returns for 10 years | N/A | N/A | - |
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