Interact to see
Advertisement
Advertisement
FESAX vs WCMJX
FESAX vs WCMJX Comparison
Open Charts FESAX vs WCMJX
First Eagle Small Cap Opportunity A
Price$9.74
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.57B
WCM SMID Quality Val Fd Investor
Price$10.96
Change-$0.29 (-2.58%)
VolumeN/A
Net Assets63.2M
FESAX vs WCMJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FESAX has more cash in the bank: 1.57B vs. WCMJX (63.2M). FESAX pays higher dividends than WCMJX: FESAX (1.54) vs WCMJX (0.00). FESAX was incepted earlier than WCMJX: FESAX (4 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than FESAX (1.28). FESAX is a more actively managed with annual turnover of: 45.67 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than FESAX: WCMJX (1000) vs FESAX (2500). FESAX annual gain was more profitable for investors over the last year : -4.65 vs. WCMJX (-14.90).
| FESAX | WCMJX | FESAX / WCMJX | |
| Total Expense Ratio | 1.26 | 1.15 | 110% |
| Annual Report Gross Expense Ratio | 1.28 | 1.70 | 75% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | -5.620 | -4.499 | 125% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 63.2M | 2,487% |
| Annual Yield % from dividends | 1.54 | 0.00 | - |
| Returns for 1 year | -4.65 | -14.90 | 31% |
| Returns for 3 years | 14.60 | 12.84 | 114% |
| Returns for 5 years | N/A | 42.59 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TRSEX | 16.97 | N/A | N/A |
| Nuveen Quant Small Cap Equity Ret | |||
| JMNCX | 12.86 | N/A | N/A |
| JPMorgan Research Market Neutral C | |||
| FGCKX | 39.45 | N/A | N/A |
| Fidelity Growth Company K | |||
| FMGIX | 16.31 | -0.09 | -0.55% |
| Frontier MFG Core Infrastructure Instl | |||
| MTINX | 20.86 | -0.22 | -1.04% |
| NYLI Income Builder Investor Class | |||