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FAMDX vs WCMNX
FAMDX vs WCMNX Comparison
Open Charts FAMDX vs WCMNX
FAM Small Cap Institutional
Price$26.36
Change-$0.40 (-1.49%)
VolumeN/A
Net Assets421.2M
WCM Small Cap Growth Investor
Price$12.56
Change-$0.14 (-1.10%)
VolumeN/A
Net Assets42.97M
FAMDX vs WCMNX Comparison Chart in %
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FAMDX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FAMDX has more cash in the bank: 421M vs. WCMNX (43M). FAMDX (0.00) and WCMNX (0.00) have matching dividends . FAMDX was incepted earlier than WCMNX: FAMDX (10 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than FAMDX (1.14). WCMNX is a more actively managed with annual turnover of: 83.00 vs. FAMDX (11.00). WCMNX has a lower initial minimum investment than FAMDX: WCMNX (1000) vs FAMDX (500000). FAMDX annual gain was more profitable for investors over the last year : 3.09 vs. WCMNX (-0.16). FAMDX return over 5 years is better than : 65.47 vs. WCMNX (21.24).
| FAMDX | WCMNX | FAMDX / WCMNX | |
| Total Expense Ratio | 1.14 | 1.24 | 92% |
| Annual Report Gross Expense Ratio | 1.14 | 2.04 | 56% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -1.752 | -1.024 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| 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 | -0.16 | -1,943% |
| Returns for 3 years | 22.04 | 23.26 | 95% |
| Returns for 5 years | 65.47 | 21.24 | 308% |
| Returns for 10 years | N/A | N/A | - |
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