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FESAX vs WCMFX
FESAX vs WCMFX Comparison
Open Charts FESAX vs WCMFX
First Eagle Small Cap Opportunity A
Price$8.80
Change+$0.72 (+8.91%)
VolumeN/A
Net Assets1.35B
WCM SMID Quality Val Fd Institutional
Price$10.72
Change+$0.78 (+7.85%)
VolumeN/A
Net Assets55.89M
FESAX vs WCMFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FESAX has more cash in the bank: 1.35B vs. WCMFX (55.9M). FESAX pays higher dividends than WCMFX: FESAX (1.47) vs WCMFX (0.00). FESAX was incepted earlier than WCMFX: FESAX (4 years) vs WCMFX (5 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 (22.00). 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 : -19.74 vs. WCMFX (-26.26).
| 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 | 5 years | - |
| Gain YTD | -21.705 | -17.028 | 127% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 55.9M | 2,411% |
| Annual Yield % from dividends | 1.47 | 0.00 | - |
| Returns for 1 year | -19.74 | -26.26 | 75% |
| Returns for 3 years | -12.80 | -6.84 | 187% |
| Returns for 5 years | N/A | 33.96 | - |
| Returns for 10 years | N/A | N/A | - |
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