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FAMFX vs WCMNX
FAMFX vs WCMNX Comparison
Open Charts FAMFX vs WCMNX
FAM Small Cap Investor
Price$27.74
Change-$1.00 (-3.48%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.72
Change-$0.50 (-3.78%)
VolumeN/A
CapitalizationN/A
FAMFX vs WCMNX Comparison Chart
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FAMFX vs. WCMNX commentary
Dec 19, 2024
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: 437M vs. WCMNX (41.8M). FAMFX (0.00) and WCMNX (0.00) have matching dividends . FAMFX was incepted earlier than WCMNX: FAMFX (13 years) vs WCMNX (5 years). 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 : 12.31 vs. WCMNX (10.72). FAMFX return over 5 years is better than : 50.55 vs. WCMNX (27.12).
| FAMFX | WCMNX | FAMFX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 16.829 | 8.361 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 437M | 41.8M | 1,045% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 12.31 | 10.72 | 115% |
| Returns for 3 years | 12.79 | -0.45 | -2,832% |
| Returns for 5 years | 50.55 | 27.12 | 186% |
| Returns for 10 years | 88.86 | N/A | - |
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