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FIDGX vs WCMLX
FIDGX vs WCMLX Comparison
Open Charts FIDGX vs WCMLX
Fidelity Advisor Small Cap Growth Z
Price$28.97
Change+$2.56 (+9.69%)
VolumeN/A
Net Assets6.73B
WCM Small Cap Growth Institutional
Price$11.08
Change+$1.06 (+10.58%)
VolumeN/A
Net Assets39.93M
FIDGX vs WCMLX Comparison Chart
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FIDGX vs. WCMLX commentary
Apr 11, 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 FIDGX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIDGX has more cash in the bank: 6.73B vs. WCMLX (39.9M). FIDGX pays higher dividends than WCMLX: FIDGX (1.21) vs WCMLX (0.00). FIDGX was incepted earlier than WCMLX: FIDGX (8 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than FIDGX (0.86). FIDGX is a more actively managed with annual turnover of: 84.00 vs. WCMLX (48.00). FIDGX has a lower initial minimum investment than WCMLX: FIDGX (0) vs WCMLX (100000). FIDGX annual gain was more profitable for investors over the last year : -16.26 vs. WCMLX (-23.04). WCMLX (17.47) and FIDGX (17.39) have equivalent 5 years return.
| FIDGX | WCMLX | FIDGX / WCMLX | |
| Total Expense Ratio | 0.86 | 0.99 | 87% |
| Annual Report Gross Expense Ratio | 0.86 | 1.86 | 46% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -21.933 | -22.084 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.73B | 39.9M | 16,870% |
| Annual Yield % from dividends | 1.21 | 0.00 | - |
| Returns for 1 year | -16.26 | -23.04 | 71% |
| Returns for 3 years | -2.68 | -15.01 | 18% |
| Returns for 5 years | 17.39 | 17.47 | 100% |
| Returns for 10 years | N/A | N/A | - |
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