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Analysis and predictions FMPFX vs WCMLX
FMPFX vs WCMLX Comparison
Open Charts FMPFX vs WCMLX
Nuveen Small Cap Growth Opp R6
Price$28.02
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$11.51
Change+$0.30 (+2.68%)
VolumeN/A
CapitalizationN/A
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FMPFX vs WCMLX Comparison Chart
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FMPFX vs. WCMLX commentary
Dec 03, 2023
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 FMPFX is a Hold and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
FMPFX has more cash in the bank: 199M vs. WCMLX (36.3M). FMPFX (0.00) and WCMLX (0.00) have matching dividends . FMPFX was incepted earlier than WCMLX: FMPFX (7 years) vs WCMLX (4 years). WCMLX (1.94) is less costly to investors than FMPFX (0.95). FMPFX is a more actively managed with annual turnover of: 65.00 vs. WCMLX (45.00). WCMLX has a lower initial minimum investment than FMPFX: WCMLX (100000) vs FMPFX (1000000). FMPFX annual gain was more profitable for investors over the last year : 4.17 vs. WCMLX (2.04).
| FMPFX | WCMLX | FMPFX / WCMLX | |
| Total Expense Ratio | 0.82 | 0.99 | 83% |
| Annual Report Gross Expense Ratio | 0.95 | 1.94 | 49% |
| Fund Existence | 7 years | 4 years | - |
| Gain YTD | 11.621 | 8.177 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 199M | 36.3M | 548% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.17 | 2.04 | 205% |
| Returns for 3 years | -24.60 | -14.74 | 167% |
| Returns for 5 years | 15.49 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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