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FAMDX vs WCMLX
FAMDX vs WCMLX Comparison
Open Charts FAMDX vs WCMLX
FAM Small Cap Institutional
Price$25.61
Change-$0.11 (-0.43%)
VolumeN/A
Net Assets409.05M
WCM Small Cap Growth Institutional
Price$11.74
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets41.98M
FAMDX vs WCMLX Comparison Chart
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FAMDX vs. WCMLX commentary
May 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FAMDX has more cash in the bank: 409M vs. WCMLX (42M). FAMDX (0.00) and WCMLX (0.00) have matching dividends . FAMDX was incepted earlier than WCMLX: FAMDX (9 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than FAMDX (1.15). 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). FAMDX annual gain was more profitable for investors over the last year : 0.59 vs. WCMLX (-6.97). FAMDX return over 5 years is better than : 70.11 vs. WCMLX (22.04).
| FAMDX | WCMLX | FAMDX / WCMLX | |
| Total Expense Ratio | 1.15 | 0.99 | 116% |
| Annual Report Gross Expense Ratio | 1.15 | 1.86 | 62% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -4.137 | -8.709 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 409M | 42M | 974% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.59 | -6.97 | -8% |
| Returns for 3 years | 22.89 | 14.99 | 153% |
| Returns for 5 years | 70.11 | 22.04 | 318% |
| Returns for 10 years | N/A | N/A | - |
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