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FAMDX vs WCMLX
FAMDX vs WCMLX Comparison
Open Charts FAMDX vs WCMLX
FAM Small Cap Institutional
Price$25.93
Change-$0.06 (-0.23%)
VolumeN/A
Net Assets413.61M
WCM Small Cap Growth Institutional
Price$12.18
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets42.84M
FAMDX vs WCMLX Comparison Chart
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FAMDX vs. WCMLX commentary
Jun 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FAMDX has more cash in the bank: 414M vs. WCMLX (42.8M). FAMDX (0.00) and WCMLX (0.00) have matching dividends . FAMDX was incepted earlier than WCMLX: FAMDX (9 years) vs WCMLX (6 years). WCMLX (1.79) 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). FAMDX annual gain was more profitable for investors over the last year : 3.55 vs. WCMLX (-1.30). FAMDX return over 5 years is better than : 53.33 vs. WCMLX (13.74).
| FAMDX | WCMLX | FAMDX / WCMLX | |
| Total Expense Ratio | 1.14 | 0.99 | 115% |
| Annual Report Gross Expense Ratio | 1.14 | 1.79 | 64% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -3.131 | -5.365 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 414M | 42.8M | 967% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.55 | -1.30 | -273% |
| Returns for 3 years | 16.76 | 12.58 | 133% |
| Returns for 5 years | 53.33 | 13.74 | 388% |
| Returns for 10 years | N/A | N/A | - |
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