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FAMDX vs WCMNX
FAMDX vs WCMNX Comparison
Open Charts FAMDX vs WCMNX
FAM Small Cap Institutional
Price$24.93
Change+$0.19 (+0.77%)
VolumeN/A
Net Assets391.08M
WCM Small Cap Growth Investor
Price$13.69
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets44.16M
FAMDX vs WCMNX Comparison Chart in %
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FAMDX vs. WCMNX commentary
Oct 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 Hold and WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
FAMDX has more cash in the bank: 391M vs. WCMNX (44.2M). 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 : 5.96 vs. FAMDX (-8.81). FAMDX return over 5 years is better than : 46.47 vs. WCMNX (20.19).
| 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 | -7.082 | 7.880 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 44.2M | 885% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.81 | 5.96 | -148% |
| Returns for 3 years | 13.27 | 30.13 | 44% |
| Returns for 5 years | 46.47 | 20.19 | 230% |
| Returns for 10 years | N/A | N/A | - |
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