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FAMFX vs WCMNX
FAMFX vs WCMNX Comparison
Open Charts FAMFX vs WCMNX
FAM Small Cap Investor
Price$27.22
Change+$0.11 (+0.41%)
VolumeN/A
Net Assets427.02M
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.83M
FAMFX vs WCMNX Comparison Chart
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FAMFX vs. WCMNX commentary
Jan 19, 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: 427M 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 : 14.03 vs. WCMNX (11.60). FAMFX return over 5 years is better than : 42.44 vs. WCMNX (21.39).
| 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 | 2.717 | 4.649 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 41.8M | 1,022% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.03 | 11.60 | 121% |
| Returns for 3 years | 13.84 | 6.92 | 200% |
| Returns for 5 years | 42.44 | 21.39 | 198% |
| Returns for 10 years | 83.85 | N/A | - |
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