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FAMFX vs WCMNX
FAMFX vs WCMNX Comparison
Open Charts FAMFX vs WCMNX
FAM Small Cap Investor
Price$24.02
Change+$0.31 (+1.31%)
VolumeN/A
Net Assets383.46M
WCM Small Cap Growth Investor
Price$10.63
Change+$0.15 (+1.43%)
VolumeN/A
Net Assets38.46M
FAMFX vs WCMNX Comparison Chart
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FAMFX vs. WCMNX commentary
Apr 12, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FAMFX has more cash in the bank: 383M vs. WCMNX (38.5M). FAMFX (0.00) and WCMNX (0.00) have matching dividends . FAMFX was incepted earlier than WCMNX: FAMFX (13 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than FAMFX (1.25). WCMNX is a more actively managed with annual turnover of: 48.00 vs. FAMFX (16.00). 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 : -4.43 vs. WCMNX (-17.15). FAMFX return over 5 years is better than : 65.00 vs. WCMNX (23.00).
| 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 | 5 years | - |
| Gain YTD | -10.528 | -17.415 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 38.5M | 995% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.43 | -17.15 | 26% |
| Returns for 3 years | 4.96 | -10.12 | -49% |
| Returns for 5 years | 65.00 | 23.00 | 283% |
| Returns for 10 years | 52.72 | N/A | - |
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