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FGROX vs WCMLX
FGROX vs WCMLX Comparison
Open Charts FGROX vs WCMLX
Emerald Growth Institutional
Price$30.12
Change-$0.27 (-0.89%)
VolumeN/A
Net Assets1.13B
WCM Small Cap Growth Institutional
Price$13.81
Change-$0.14 (-1.00%)
VolumeN/A
Net Assets44.33M
FGROX vs WCMLX Comparison Chart in %
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FGROX vs. WCMLX commentary
Oct 10, 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 Hold.
FUNDAMENTALS
Fundamentals
FGROX has more cash in the bank: 1.13B vs. WCMLX (44.3M). FGROX pays higher dividends than WCMLX: FGROX (1.21) 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 (45.00). 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 : 14.32 vs. WCMLX (5.84). WCMLX return over 5 years is better than : 14.25 vs. FGROX (-4.31).
| 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 | 17.928 | 8.476 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 44.3M | 2,553% |
| Annual Yield % from dividends | 1.21 | 0.00 | - |
| Returns for 1 year | 14.32 | 5.84 | 245% |
| Returns for 3 years | 48.28 | 39.36 | 123% |
| Returns for 5 years | -4.31 | 14.25 | -30% |
| Returns for 10 years | 49.49 | N/A | - |
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