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FAMDX vs WCMNX
FAMDX vs WCMNX Comparison
Open Charts FAMDX vs WCMNX
FAM Small Cap Institutional
Price$25.93
Change-$0.06 (-0.23%)
VolumeN/A
Net Assets413.61M
WCM Small Cap Growth Investor
Price$12.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.98M
FAMDX vs WCMNX Comparison Chart
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FAMDX vs. WCMNX commentary
Jun 07, 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: 414M vs. WCMNX (43M). FAMDX (0.00) and WCMNX (0.00) have matching dividends . FAMDX was incepted earlier than WCMNX: FAMDX (9 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 : 3.55 vs. WCMNX (-1.48). FAMDX return over 5 years is better than : 53.33 vs. WCMNX (12.35).
| FAMDX | WCMNX | FAMDX / WCMNX | |
| Total Expense Ratio | 1.14 | 1.24 | 92% |
| Annual Report Gross Expense Ratio | 1.14 | 2.04 | 56% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -3.131 | -5.359 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 414M | 43M | 963% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.55 | -1.48 | -240% |
| Returns for 3 years | 16.76 | 11.82 | 142% |
| Returns for 5 years | 53.33 | 12.35 | 432% |
| Returns for 10 years | N/A | N/A | - |
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