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FAMFX vs WCMLX
FAMFX vs WCMLX Comparison
Open Charts FAMFX vs WCMLX
FAM Small Cap Investor
Price$27.22
Change+$0.11 (+0.41%)
VolumeN/A
Net Assets427.02M
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.83M
FAMFX vs WCMLX Comparison Chart
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FAMFX vs. WCMLX commentary
Jan 19, 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: 427M 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 : 14.03 vs. WCMLX (11.89). FAMFX return over 5 years is better than : 42.44 vs. WCMLX (23.03).
| 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 | 2.717 | 4.666 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 41.8M | 1,022% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.03 | 11.89 | 118% |
| Returns for 3 years | 13.84 | 7.77 | 178% |
| Returns for 5 years | 42.44 | 23.03 | 184% |
| Returns for 10 years | 83.85 | N/A | - |
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