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FAMFX vs WCMLX
FAMFX vs WCMLX Comparison
Open Charts FAMFX vs WCMLX
FAM Small Cap Investor
Price$25.69
Change-$0.46 (-1.76%)
VolumeN/A
Net Assets423.2M
WCM Small Cap Growth Institutional
Price$12.58
Change-$0.19 (-1.49%)
VolumeN/A
Net Assets43.04M
FAMFX vs WCMLX Comparison Chart in %
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FAMFX vs. WCMLX commentary
Jul 17, 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 FAMFX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FAMFX has more cash in the bank: 423M vs. WCMLX (43M). FAMFX (0.00) and WCMLX (0.00) have matching dividends . FAMFX was incepted earlier than WCMLX: FAMFX (13 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than FAMFX (1.24). WCMLX is a more actively managed with annual turnover of: 83.00 vs. FAMFX (11.00). FAMFX has a lower initial minimum investment than WCMLX: FAMFX (500) vs WCMLX (100000). FAMFX annual gain was more profitable for investors over the last year : 0.54 vs. WCMLX (-1.92). FAMFX return over 5 years is better than : 61.02 vs. WCMLX (21.04).
| FAMFX | WCMLX | FAMFX / WCMLX | |
| Total Expense Ratio | 1.24 | 0.99 | 125% |
| Annual Report Gross Expense Ratio | 1.24 | 1.79 | 69% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -1.321 | -0.700 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 423M | 43M | 984% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.54 | -1.92 | -28% |
| Returns for 3 years | 21.97 | 23.14 | 95% |
| Returns for 5 years | 61.02 | 21.04 | 290% |
| Returns for 10 years | 65.24 | N/A | - |
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