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FAMDX vs WCMLX
FAMDX vs WCMLX Comparison
Open Charts FAMDX vs WCMLX
FAM Small Cap Institutional
Price$27.55
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets427.02M
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.83M
FAMDX vs WCMLX Comparison Chart
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FAMDX vs. WCMLX commentary
Jan 19, 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: 427M vs. WCMLX (41.8M). 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 : 14.17 vs. WCMLX (11.89). FAMDX return over 5 years is better than : 43.34 vs. WCMLX (23.03).
| 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 | 2.684 | 4.666 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 41.8M | 1,022% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.17 | 11.89 | 119% |
| Returns for 3 years | 14.32 | 7.77 | 184% |
| Returns for 5 years | 43.34 | 23.03 | 188% |
| Returns for 10 years | N/A | N/A | - |
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