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FESAX vs WCMFX
FESAX vs WCMFX Comparison
Open Charts FESAX vs WCMFX
First Eagle Small Cap Opportunity A
Price$9.12
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets1.49B
WCM SMID Quality Val Fd Institutional
Price$11.09
Change+$0.19 (+1.74%)
VolumeN/A
Net Assets60.55M
FESAX vs WCMFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FESAX has more cash in the bank: 1.49B vs. WCMFX (60.6M). FESAX pays higher dividends than WCMFX: FESAX (1.54) vs WCMFX (0.00). FESAX was incepted earlier than WCMFX: FESAX (4 years) vs WCMFX (6 years). FESAX (1.28) and WCMFX (1.27) have similar cost to investors . FESAX is a more actively managed with annual turnover of: 45.67 vs. WCMFX (15.00). FESAX has a lower initial minimum investment than WCMFX: FESAX (2500) vs WCMFX (100000). FESAX annual gain was more profitable for investors over the last year : -8.89 vs. WCMFX (-17.73).
| FESAX | WCMFX | FESAX / WCMFX | |
| Total Expense Ratio | 1.26 | 0.85 | 148% |
| Annual Report Gross Expense Ratio | 1.28 | 1.27 | 101% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | -11.822 | -9.349 | 126% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 60.6M | 2,454% |
| Annual Yield % from dividends | 1.54 | 0.00 | - |
| Returns for 1 year | -8.89 | -17.73 | 50% |
| Returns for 3 years | 2.56 | 5.64 | 45% |
| Returns for 5 years | N/A | 38.87 | - |
| Returns for 10 years | N/A | N/A | - |
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