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FAMFX vs WCMNX
FAMFX vs WCMNX Comparison
Open Charts FAMFX vs WCMNX
FAM Small Cap Investor
Price$25.40
Change+$0.36 (+1.44%)
VolumeN/A
Net Assets405.23M
WCM Small Cap Growth Investor
Price$11.64
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets42.14M
FAMFX vs WCMNX Comparison Chart
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FAMFX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FAMFX has more cash in the bank: 405M vs. WCMNX (42.1M). FAMFX (0.00) and WCMNX (0.00) have matching dividends . FAMFX was incepted earlier than WCMNX: FAMFX (13 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than FAMFX (1.25). WCMNX is a more actively managed with annual turnover of: 83.00 vs. FAMFX (11.00). FAMFX has a lower initial minimum investment than WCMNX: FAMFX (500) vs WCMNX (1000). FAMFX annual gain was more profitable for investors over the last year : 0.20 vs. WCMNX (-7.10). FAMFX return over 5 years is better than : 66.60 vs. WCMNX (19.77).
| FAMFX | WCMNX | FAMFX / WCMNX | |
| Total Expense Ratio | 1.25 | 1.24 | 101% |
| Annual Report Gross Expense Ratio | 1.25 | 2.11 | 59% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -5.509 | -9.299 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| 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 | -7.10 | -3% |
| Returns for 3 years | 19.12 | 14.99 | 128% |
| Returns for 5 years | 66.60 | 19.77 | 337% |
| Returns for 10 years | 65.00 | N/A | - |
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