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FESAX vs WCMFX
FESAX vs WCMFX Comparison
Open Charts FESAX vs WCMFX
First Eagle Small Cap Opportunity A
Price$9.85
Change+$0.10 (+1.03%)
VolumeN/A
Net Assets1.56B
WCM SMID Quality Val Fd Institutional
Price$11.33
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets60.5M
FESAX vs WCMFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FESAX has more cash in the bank: 1.56B vs. WCMFX (60.5M). FESAX pays higher dividends than WCMFX: FESAX (1.43) vs WCMFX (0.00). FESAX was incepted earlier than WCMFX: FESAX (4 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than FESAX (1.28). 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 : -2.48 vs. WCMFX (-14.31).
| FESAX | WCMFX | FESAX / WCMFX | |
| Total Expense Ratio | 1.26 | 0.90 | 140% |
| Annual Report Gross Expense Ratio | 1.28 | 1.45 | 88% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | -5.523 | -6.010 | 92% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 60.5M | 2,582% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | -2.48 | -14.31 | 17% |
| Returns for 3 years | 5.56 | 5.04 | 110% |
| Returns for 5 years | N/A | 23.87 | - |
| Returns for 10 years | N/A | N/A | - |