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FAMDX vs WCMNX
FAMDX vs WCMNX Comparison
Open Charts FAMDX vs WCMNX
FAM Small Cap Institutional
Price$27.91
Change-$0.20 (-0.71%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.09
Change-$0.09 (-0.68%)
VolumeN/A
CapitalizationN/A
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FAMDX vs WCMNX Comparison Chart
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FAMDX vs. WCMNX commentary
Sep 21, 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FAMDX has more cash in the bank: 420M vs. WCMNX (41.5M). 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). WCMNX annual gain was more profitable for investors over the last year : 19.11 vs. FAMDX (18.16).
| 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 | 12.269 | 7.295 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 420M | 41.5M | 1,012% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 18.16 | 19.11 | 95% |
| Returns for 3 years | 11.82 | -14.56 | -81% |
| Returns for 5 years | 53.94 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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