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FAMDX vs WCMLX
FAMDX vs WCMLX Comparison
Open Charts FAMDX vs WCMLX
FAM Small Cap Institutional
Price$26.36
Change-$0.40 (-1.49%)
VolumeN/A
Net Assets421.2M
WCM Small Cap Growth Institutional
Price$12.74
Change-$0.15 (-1.16%)
VolumeN/A
Net Assets42.97M
FAMDX vs WCMLX Comparison Chart in %
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FAMDX vs. WCMLX commentary
Jul 13, 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: 421M vs. WCMLX (43M). 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). FAMDX annual gain was more profitable for investors over the last year : 3.09 vs. WCMLX (0.08). FAMDX return over 5 years is better than : 65.47 vs. WCMLX (22.85).
| 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 | -1.752 | -0.933 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 421M | 43M | 979% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.09 | 0.08 | 3,933% |
| Returns for 3 years | 22.04 | 24.17 | 91% |
| Returns for 5 years | 65.47 | 22.85 | 286% |
| Returns for 10 years | N/A | N/A | - |
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