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FIKNX vs WCMJX
FIKNX vs WCMJX Comparison
Open Charts FIKNX vs WCMJX
Fidelity Advisor Small Cap Value Z
Price$19.93
Change-$0.35 (-1.73%)
VolumeN/A
Net Assets4.4B
WCM SMID Quality Val Fd Investor
Price$11.16
Change-$0.16 (-1.41%)
VolumeN/A
Net Assets59.51M
FIKNX vs WCMJX Comparison Chart in %
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FIKNX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIKNX has more cash in the bank: 4.4B vs. WCMJX (59.5M). FIKNX pays higher dividends than WCMJX: FIKNX (0.68) vs WCMJX (0.00). FIKNX was incepted earlier than WCMJX: FIKNX (7 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than FIKNX (0.89). FIKNX is a more actively managed with annual turnover of: 63.00 vs. WCMJX (15.00). FIKNX has a lower initial minimum investment than WCMJX: FIKNX (0) vs WCMJX (1000). FIKNX annual gain was more profitable for investors over the last year : -6.22 vs. WCMJX (-17.88). FIKNX return over 5 years is better than : 64.41 vs. WCMJX (27.84).
| FIKNX | WCMJX | FIKNX / WCMJX | |
| Total Expense Ratio | 0.89 | 1.15 | 77% |
| Annual Report Gross Expense Ratio | 0.89 | 1.70 | 52% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | -2.208 | -5.263 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -17.88 | 35% |
| Returns for 3 years | 4.05 | 5.38 | 75% |
| Returns for 5 years | 64.41 | 27.84 | 231% |
| Returns for 10 years | N/A | N/A | - |
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