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FGROX vs WCMLX
FGROX vs WCMLX Comparison
Open Charts FGROX vs WCMLX
Emerald Growth Institutional
Price$27.55
Change+$0.37 (+1.36%)
VolumeN/A
Net Assets957.67M
WCM Small Cap Growth Institutional
Price$12.74
Change+$0.12 (+0.95%)
VolumeN/A
Net Assets42.98M
FGROX vs WCMLX Comparison Chart in %
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FGROX vs. WCMLX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FGROX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FGROX has more cash in the bank: 958M vs. WCMLX (43M). FGROX pays higher dividends than WCMLX: FGROX (2.26) vs WCMLX (0.00). FGROX was incepted earlier than WCMLX: FGROX (17 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than FGROX (0.82). WCMLX is a more actively managed with annual turnover of: 83.00 vs. FGROX (51.00). WCMLX has a lower initial minimum investment than FGROX: WCMLX (100000) vs FGROX (1000000). FGROX annual gain was more profitable for investors over the last year : 4.78 vs. WCMLX (2.91). WCMLX return over 5 years is better than : 21.91 vs. FGROX (0.71).
| FGROX | WCMLX | FGROX / WCMLX | |
| Total Expense Ratio | 0.79 | 0.99 | 80% |
| Annual Report Gross Expense Ratio | 0.82 | 1.79 | 46% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 6.907 | -0.933 | -740% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 958M | 43M | 2,228% |
| Annual Yield % from dividends | 2.26 | 0.00 | - |
| Returns for 1 year | 4.78 | 2.91 | 164% |
| Returns for 3 years | 26.98 | 26.01 | 104% |
| Returns for 5 years | 0.71 | 21.91 | 3% |
| Returns for 10 years | 26.08 | N/A | - |
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