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FESAX vs WCMFX
FESAX vs WCMFX Comparison
Open Charts FESAX vs WCMFX
First Eagle Small Cap Opportunity A
Price$10.55
Change+$0.09 (+0.86%)
VolumeN/A
Net Assets1.65B
WCM SMID Quality Val Fd Institutional
Price$11.81
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets63.2M
FESAX vs WCMFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FESAX has more cash in the bank: 1.66B vs. WCMFX (63.2M). FESAX pays higher dividends than WCMFX: FESAX (1.35) 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 : 5.73 vs. WCMFX (-10.46).
| 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 | 2.229 | -1.419 | -157% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 63.2M | 2,619% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 5.73 | -10.46 | -55% |
| Returns for 3 years | 33.07 | 16.82 | 197% |
| Returns for 5 years | N/A | 40.93 | - |
| Returns for 10 years | N/A | N/A | - |
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