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FAMDX vs WCMLX
FAMDX vs WCMLX Comparison
Open Charts FAMDX vs WCMLX
FAM Small Cap Institutional
Price$24.93
Change+$0.19 (+0.77%)
VolumeN/A
Net Assets391.08M
WCM Small Cap Growth Institutional
Price$13.89
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets44.16M
FAMDX vs WCMLX Comparison Chart in %
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FAMDX vs. WCMLX commentary
Oct 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 FAMDX is a Hold and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
FAMDX has more cash in the bank: 391M vs. WCMLX (44.2M). 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 : 4.91 vs. FAMDX (-8.81). FAMDX return over 5 years is better than : 46.47 vs. WCMLX (16.12).
| 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 | -7.082 | 8.087 | -88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 44.2M | 885% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.81 | 4.91 | -180% |
| Returns for 3 years | 13.27 | 36.54 | 36% |
| Returns for 5 years | 46.47 | 16.12 | 288% |
| Returns for 10 years | N/A | N/A | - |
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