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FESAX vs WCMJX
FESAX vs WCMJX Comparison
Open Charts FESAX vs WCMJX
First Eagle Small Cap Opportunity A
Price$9.99
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets1.58B
WCM SMID Quality Val Fd Investor
Price$11.11
Change-$0.10 (-0.89%)
VolumeN/A
Net Assets60.66M
FESAX vs WCMJX Comparison Chart
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FUNDAMENTALS
Fundamentals
FESAX has more cash in the bank: 1.59B vs. WCMJX (60.7M). FESAX pays higher dividends than WCMJX: FESAX (1.43) 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 : 1.52 vs. WCMJX (-13.44).
| 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 | -3.101 | -4.839 | 64% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 60.7M | 2,611% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | 1.52 | -13.44 | -11% |
| Returns for 3 years | 15.65 | 10.23 | 153% |
| Returns for 5 years | N/A | 36.04 | - |
| Returns for 10 years | N/A | N/A | - |
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