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FAMDX vs WCMNX
FAMDX vs WCMNX Comparison
Open Charts FAMDX vs WCMNX
FAM Small Cap Institutional
Price$25.61
Change-$0.11 (-0.43%)
VolumeN/A
Net Assets409.05M
WCM Small Cap Growth Investor
Price$11.58
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets41.98M
FAMDX vs WCMNX Comparison Chart
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FAMDX vs. WCMNX commentary
May 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: 409M vs. WCMNX (42M). FAMDX (0.00) and WCMNX (0.00) have matching dividends . FAMDX was incepted earlier than WCMNX: FAMDX (9 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than FAMDX (1.15). 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 : 0.59 vs. WCMNX (-7.21). FAMDX return over 5 years is better than : 70.11 vs. WCMNX (20.50).
| 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 | 6 years | - |
| Gain YTD | -4.137 | -8.747 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 409M | 42M | 974% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.59 | -7.21 | -8% |
| Returns for 3 years | 22.89 | 14.20 | 161% |
| Returns for 5 years | 70.11 | 20.50 | 342% |
| Returns for 10 years | N/A | N/A | - |
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