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FAMFX vs WCMNX
FAMFX vs WCMNX Comparison
Open Charts FAMFX vs WCMNX
FAM Small Cap Investor
Price$24.41
Change-$0.21 (-0.85%)
VolumeN/A
Net Assets391.08M
WCM Small Cap Growth Investor
Price$13.69
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets44.16M
FAMFX vs WCMNX Comparison Chart in %
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FAMFX vs. WCMNX commentary
Oct 07, 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 Buy.
FUNDAMENTALS
Fundamentals
FAMFX has more cash in the bank: 391M vs. WCMNX (44.2M). FAMFX (0.00) and WCMNX (0.00) have matching dividends . FAMFX was incepted earlier than WCMNX: FAMFX (14 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than FAMFX (1.24). 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). WCMNX annual gain was more profitable for investors over the last year : 5.96 vs. FAMFX (-9.32). FAMFX return over 5 years is better than : 40.77 vs. WCMNX (20.19).
| FAMFX | WCMNX | FAMFX / WCMNX | |
| Total Expense Ratio | 1.24 | 1.24 | 100% |
| Annual Report Gross Expense Ratio | 1.24 | 2.04 | 61% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -7.094 | 7.880 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 44.2M | 885% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.32 | 5.96 | -156% |
| Returns for 3 years | 17.41 | 30.13 | 58% |
| Returns for 5 years | 40.77 | 20.19 | 202% |
| Returns for 10 years | 62.02 | N/A | - |
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