Interact to see
Advertisement
Advertisement
FAMDX vs WCMNX
FAMDX vs WCMNX Comparison
Open Charts FAMDX vs WCMNX
FAM Small Cap Institutional
Price$25.04
Change-$0.36 (-1.42%)
VolumeN/A
Net Assets399.18M
WCM Small Cap Growth Investor
Price$12.67
Change-$0.22 (-1.71%)
VolumeN/A
Net Assets43.42M
FAMDX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FAMDX vs. WCMNX commentary
Aug 04, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FAMDX has more cash in the bank: 399M vs. WCMNX (43.4M). 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). WCMNX annual gain was more profitable for investors over the last year : 0.24 vs. FAMDX (-7.02). FAMDX return over 5 years is better than : 49.49 vs. WCMNX (18.74).
| 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 | -6.672 | -0.158 | 4,233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 399M | 43.4M | 919% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.02 | 0.24 | -2,957% |
| Returns for 3 years | 8.82 | 13.23 | 67% |
| Returns for 5 years | 49.49 | 18.74 | 264% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement