FAMDX
Price
$25.51
Change
-$0.60 (-2.30%)
Updated
Mar 10 closing price
Net Assets
416.4M
WCMLX
Price
$11.41
Change
-$0.41 (-3.47%)
Updated
Mar 10 closing price
Net Assets
42.14M
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FAMDX vs WCMLX

Header iconFAMDX vs WCMLX Comparison
Open Charts FAMDX vs WCMLXBanner chart's image
FAM Small Cap Institutional
Price$25.51
Change-$0.60 (-2.30%)
VolumeN/A
Net Assets416.4M
WCM Small Cap Growth Institutional
Price$11.41
Change-$0.41 (-3.47%)
VolumeN/A
Net Assets42.14M
FAMDX vs WCMLX Comparison Chart
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FAMDX vs. WCMLX commentary
Mar 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 Hold and WCMLX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FAMDX has more cash in the bank: 416M vs. WCMLX (42.1M). FAMDX (0.00) and WCMLX (0.00) have matching dividends . FAMDX was incepted earlier than WCMLX: FAMDX (9 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than FAMDX (1.15). 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 : 0.89 vs. WCMLX (-10.86). FAMDX return over 5 years is better than : 58.24 vs. WCMLX (23.12).
FAMDXWCMLXFAMDX / WCMLX
Total Expense Ratio1.150.99116%
Annual Report Gross Expense Ratio1.151.8662%
Fund Existence9 years5 years-
Gain YTD-2.684-8.08733%
Front LoadN/AN/A-
Min. Initial Investment500000100000500%
Min. Initial Investment IRAN/AN/A-
Net Assets416M42.1M988%
Annual Yield % from dividends0.000.00-
Returns for 1 year0.89-10.86-8%
Returns for 3 years17.144.51380%
Returns for 5 years58.2423.12252%
Returns for 10 yearsN/AN/A-
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