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FESAX vs WCMJX
FESAX vs WCMJX Comparison
Open Charts FESAX vs WCMJX
First Eagle Small Cap Opportunity A
Price$8.41
Change-$0.39 (-4.43%)
VolumeN/A
Net Assets1.47B
WCM SMID Quality Val Fd Investor
Price$10.17
Change-$0.37 (-3.51%)
VolumeN/A
Net Assets60.29M
FESAX vs WCMJX Comparison Chart
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FUNDAMENTALS
Fundamentals
FESAX has more cash in the bank: 1.47B vs. WCMJX (60.3M). FESAX pays higher dividends than WCMJX: FESAX (1.47) vs WCMJX (0.00). FESAX was incepted earlier than WCMJX: FESAX (4 years) vs WCMJX (5 years). WCMJX (1.52) is less costly to investors than FESAX (1.28). FESAX is a more actively managed with annual turnover of: 45.67 vs. WCMJX (22.00). 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 : -10.21 vs. WCMJX (-18.92).
| FESAX | WCMJX | FESAX / WCMJX | |
| Total Expense Ratio | 1.26 | 1.10 | 115% |
| Annual Report Gross Expense Ratio | 1.28 | 1.52 | 84% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | -14.729 | -10.526 | 140% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 60.3M | 2,431% |
| Annual Yield % from dividends | 1.47 | 0.00 | - |
| Returns for 1 year | -10.21 | -18.92 | 54% |
| Returns for 3 years | -4.22 | -0.19 | 2,227% |
| Returns for 5 years | N/A | 42.24 | - |
| Returns for 10 years | N/A | N/A | - |