Interact to see
Advertisement
Advertisement
FAMFX vs WCMLX
FAMFX vs WCMLX Comparison
Open Charts FAMFX vs WCMLX
FAM Small Cap Investor
Price$22.13
Change-$0.13 (-0.58%)
VolumeN/A
Net Assets346.04M
WCM Small Cap Growth Institutional
Price$13.15
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets41.26M
FAMFX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FAMFX vs. WCMLX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
FAMFX has more cash in the bank: 346M vs. WCMLX (41.3M). 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 : -3.04 vs. FAMFX (-21.65). FAMFX return over 5 years is better than : 15.70 vs. WCMLX (-0.83).
| 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 | -16.000 | 1.788 | -895% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 346M | 41.3M | 838% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -21.65 | -3.04 | 713% |
| Returns for 3 years | -2.84 | 21.43 | -13% |
| Returns for 5 years | 15.70 | -0.83 | -1,884% |
| Returns for 10 years | 42.64 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AMFFX | 61.33 | 0.09 | +0.15% |
| American Funds American Mutual F1 | |||
| GSURX | 67.46 | N/A | N/A |
| Goldman Sachs US Equity Insights R | |||
| GSVRX | 15.81 | N/A | N/A |
| Goldman Sachs Large Cap Value R | |||
| ASVDX | 9.55 | N/A | N/A |
| American Century Small Cap Value R6 | |||
| PHLOX | 11.34 | -0.20 | -1.73% |
| Philotimo Focused Growth and Income | |||