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FESAX vs WCMJX
FESAX vs WCMJX Comparison
Open Charts FESAX vs WCMJX
First Eagle Small Cap Opportunity A
Price$11.37
Change-$0.20 (-1.73%)
VolumeN/A
Net Assets1.77B
WCM SMID Quality Val Fd Investor
Price$11.18
Change-$0.17 (-1.50%)
VolumeN/A
Net Assets23.69B
FESAX vs WCMJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 23.7B vs. FESAX (1.77B). FESAX pays higher dividends than WCMJX: FESAX (1.19) 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 : 11.75 vs. WCMJX (-17.15).
| 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 | 12.112 | -3.650 | -332% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 23.7B | 7% |
| Annual Yield % from dividends | 1.19 | 0.00 | - |
| Returns for 1 year | 11.75 | -17.15 | -68% |
| Returns for 3 years | 49.84 | 20.74 | 240% |
| Returns for 5 years | N/A | 25.00 | - |
| Returns for 10 years | N/A | N/A | - |
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