FAMDX
Price
$28.06
Change
-$1.01 (-3.47%)
Updated
Dec 18 closing price
WCMLX
Price
$12.88
Change
-$0.51 (-3.81%)
Updated
Dec 18 closing price
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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$28.06
Change-$1.01 (-3.47%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
FAMDX vs WCMLX Comparison Chart
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FAMDX vs. WCMLX commentary
Dec 19, 2024

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: 437M 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 : 12.46 vs. WCMLX (5.06). FAMDX return over 5 years is better than : 51.49 vs. WCMLX (23.14).
FAMDXWCMLXFAMDX / WCMLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence9 years5 years-
Gain YTD16.9354.461380%
Front LoadN/AN/A-
Min. Initial Investment500000100000500%
Min. Initial Investment IRAN/AN/A-
Net Assets437M41.8M1,045%
Annual Yield % from dividends0.000.00-
Returns for 1 year12.465.06246%
Returns for 3 years13.25-3.52-376%
Returns for 5 years51.4923.14223%
Returns for 10 yearsN/AN/A-
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