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FAMFX vs WCMLX
FAMFX vs WCMLX Comparison
Open Charts FAMFX vs WCMLX
FAM Small Cap Investor
Price$26.98
Change-$0.65 (-2.35%)
VolumeN/A
Net Assets434.77M
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
FAMFX vs WCMLX Comparison Chart
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FAMFX vs. WCMLX commentary
Feb 23, 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: 435M vs. WCMLX (40.2M). 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 : 8.14 vs. WCMLX (-1.40). FAMFX return over 5 years is better than : 44.98 vs. WCMLX (15.29).
| 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 | 1.811 | -1.477 | -123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 435M | 40.2M | 1,082% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.14 | -1.40 | -581% |
| Returns for 3 years | 18.13 | 7.19 | 252% |
| Returns for 5 years | 44.98 | 15.29 | 294% |
| Returns for 10 years | 77.55 | N/A | - |
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