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FAMDX vs WCMNX
FAMDX vs WCMNX Comparison
Open Charts FAMDX vs WCMNX
FAM Small Cap Institutional
Price$28.23
Change+$0.21 (+0.75%)
VolumeN/A
Net Assets444.21M
WCM Small Cap Growth Investor
Price$13.60
Change+$0.21 (+1.57%)
VolumeN/A
Net Assets42.34M
FAMDX vs WCMNX Comparison Chart
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FAMDX vs. WCMNX commentary
Jan 31, 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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FAMDX has more cash in the bank: 444M vs. WCMNX (42.3M). FAMDX (0.00) and WCMNX (0.00) have matching dividends . FAMDX was incepted earlier than WCMNX: FAMDX (9 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. FAMDX (16.00). 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 : 14.41 vs. WCMNX (10.48). FAMDX return over 5 years is better than : 54.38 vs. WCMNX (27.04).
| FAMDX | WCMNX | FAMDX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 4.435 | 5.516 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 42.3M | 1,050% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.41 | 10.48 | 138% |
| Returns for 3 years | 18.28 | 9.48 | 193% |
| Returns for 5 years | 54.38 | 27.04 | 201% |
| Returns for 10 years | N/A | N/A | - |
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