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FAMFX vs WCMLX
FAMFX vs WCMLX Comparison
Open Charts FAMFX vs WCMLX
FAM Small Cap Investor
Price$24.41
Change-$0.21 (-0.85%)
VolumeN/A
Net Assets391.08M
WCM Small Cap Growth Institutional
Price$13.89
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets44.16M
FAMFX vs WCMLX Comparison Chart in %
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FAMFX vs. WCMLX 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 FAMFX is a Hold and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
FAMFX has more cash in the bank: 391M vs. WCMLX (44.2M). FAMFX (0.00) and WCMLX (0.00) have matching dividends . FAMFX was incepted earlier than WCMLX: FAMFX (14 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). WCMLX annual gain was more profitable for investors over the last year : 4.91 vs. FAMFX (-9.32). FAMFX return over 5 years is better than : 40.77 vs. WCMLX (16.12).
| FAMFX | WCMLX | FAMFX / WCMLX | |
| Total Expense Ratio | 1.24 | 0.99 | 125% |
| Annual Report Gross Expense Ratio | 1.24 | 1.79 | 69% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -7.094 | 8.087 | -88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| 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 | -9.32 | 4.91 | -190% |
| Returns for 3 years | 17.41 | 36.54 | 48% |
| Returns for 5 years | 40.77 | 16.12 | 253% |
| Returns for 10 years | 62.02 | N/A | - |