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FIKNX vs WCMFX
FIKNX vs WCMFX Comparison
Open Charts FIKNX vs WCMFX
Fidelity Advisor Small Cap Value Z
Price$19.93
Change-$0.35 (-1.73%)
VolumeN/A
Net Assets4.4B
WCM SMID Quality Val Fd Institutional
Price$11.37
Change-$0.15 (-1.30%)
VolumeN/A
Net Assets59.51M
FIKNX vs WCMFX Comparison Chart in %
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FIKNX vs. WCMFX commentary
Aug 03, 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 FIKNX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIKNX has more cash in the bank: 4.4B vs. WCMFX (59.5M). FIKNX pays higher dividends than WCMFX: FIKNX (0.68) vs WCMFX (0.00). FIKNX was incepted earlier than WCMFX: FIKNX (7 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than FIKNX (0.89). FIKNX is a more actively managed with annual turnover of: 63.00 vs. WCMFX (15.00). FIKNX has a lower initial minimum investment than WCMFX: FIKNX (0) vs WCMFX (100000). FIKNX annual gain was more profitable for investors over the last year : -6.22 vs. WCMFX (-17.49). FIKNX return over 5 years is better than : 64.41 vs. WCMFX (29.79).
| FIKNX | WCMFX | FIKNX / WCMFX | |
| Total Expense Ratio | 0.89 | 0.90 | 99% |
| Annual Report Gross Expense Ratio | 0.89 | 1.45 | 61% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | -2.208 | -5.092 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.4B | 59.5M | 7,398% |
| Annual Yield % from dividends | 0.68 | 0.00 | - |
| Returns for 1 year | -6.22 | -17.49 | 36% |
| Returns for 3 years | 4.05 | 6.46 | 63% |
| Returns for 5 years | 64.41 | 29.79 | 216% |
| Returns for 10 years | N/A | N/A | - |