Ad is loading...
FAMFX vs WCMLX
FAMFX vs WCMLX Comparison
Open Charts FAMFX vs WCMLX
FAM Small Cap Investor
Price$27.74
Change-$1.00 (-3.48%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
FAMFX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FAMFX vs. WCMLX commentary
Dec 19, 2024
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: 437M vs. WCMLX (41.8M). FAMFX (0.00) and WCMLX (0.00) have matching dividends . FAMFX was incepted earlier than WCMLX: FAMFX (13 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. FAMFX (16.00). 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 : 12.31 vs. WCMLX (11.03). FAMFX return over 5 years is better than : 50.55 vs. WCMLX (28.75).
| FAMFX | WCMLX | FAMFX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 16.829 | 8.597 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 437M | 41.8M | 1,045% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 12.31 | 11.03 | 112% |
| Returns for 3 years | 12.79 | 0.30 | 4,270% |
| Returns for 5 years | 50.55 | 28.75 | 176% |
| Returns for 10 years | 88.86 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ECDIX | 17.21 | N/A | N/A |
| Eaton Vance Global Equity Income C | |||
| SSMOX | 12.51 | N/A | N/A |
| Steward Values Enhanced SmMidCapR6 | |||
| PLFIX | 29.92 | -0.11 | -0.37% |
| Principal Large Cap S&P 500 Index Inst | |||
| JEASX | 15.64 | -0.13 | -0.82% |
| Janus Henderson Global Sust Eq A | |||
| RYPFX | 9.31 | -0.10 | -1.06% |
| Royce Small-Cap Fund Svc | |||