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FAMFX vs WCMLX
FAMFX vs WCMLX Comparison
Open Charts FAMFX vs WCMLX
FAM Small Cap Investor
Price$25.40
Change+$0.36 (+1.44%)
VolumeN/A
Net Assets405.23M
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
FAMFX vs WCMLX Comparison Chart
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FAMFX vs. WCMLX commentary
May 09, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FAMFX has more cash in the bank: 405M vs. WCMLX (42.1M). FAMFX (0.00) and WCMLX (0.00) have matching dividends . FAMFX was incepted earlier than WCMLX: FAMFX (13 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than FAMFX (1.25). 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). FAMFX annual gain was more profitable for investors over the last year : 0.20 vs. WCMLX (-6.86). FAMFX return over 5 years is better than : 66.60 vs. WCMLX (21.31).
| FAMFX | WCMLX | FAMFX / WCMLX | |
| Total Expense Ratio | 1.25 | 0.99 | 126% |
| Annual Report Gross Expense Ratio | 1.25 | 1.86 | 67% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -5.509 | -9.253 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 405M | 42.1M | 962% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.20 | -6.86 | -3% |
| Returns for 3 years | 19.12 | 15.89 | 120% |
| Returns for 5 years | 66.60 | 21.31 | 313% |
| Returns for 10 years | 65.00 | N/A | - |
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