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FAMDX vs WCMNX
FAMDX vs WCMNX Comparison
Open Charts FAMDX vs WCMNX
FAM Small Cap Institutional
Price$24.76
Change+$1.88 (+8.22%)
VolumeN/A
Net Assets363.72M
WCM Small Cap Growth Investor
Price$10.93
Change+$1.05 (+10.63%)
VolumeN/A
Net Assets36.21M
FAMDX vs WCMNX Comparison Chart
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FAMDX vs. WCMNX commentary
Apr 11, 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: 364M vs. WCMNX (36.2M). FAMDX (0.00) and WCMNX (0.00) have matching dividends . FAMDX was incepted earlier than WCMNX: FAMDX (9 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than FAMDX (1.15). 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 : -11.21 vs. WCMNX (-23.23). FAMDX return over 5 years is better than : 58.34 vs. WCMNX (15.96).
| FAMDX | WCMNX | FAMDX / WCMNX | |
| Total Expense Ratio | 1.15 | 1.24 | 93% |
| Annual Report Gross Expense Ratio | 1.15 | 2.11 | 55% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | -14.722 | -22.143 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 36.2M | 1,006% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -11.21 | -23.23 | 48% |
| Returns for 3 years | 0.18 | -15.70 | -1% |
| Returns for 5 years | 58.34 | 15.96 | 365% |
| Returns for 10 years | N/A | N/A | - |
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