FMPFX
Price
$28.02
Change
-$0.00 (-0.00%)
Updated
Dec 1, 6:59 PM EST
WCMLX
Price
$11.51
Change
+$0.30 (+2.68%)
Updated
Dec 1, 6:59 PM EST
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Analysis and predictions FMPFX vs WCMLX

Header iconFMPFX vs WCMLX Comparison
Open Charts FMPFX vs WCMLXBanner chart's image
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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VS
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).
FMPFXWCMLXFMPFX / WCMLX
Total Expense Ratio0.820.9983%
Annual Report Gross Expense Ratio0.951.9449%
Fund Existence7 years4 years-
Gain YTD11.6218.177142%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets199M36.3M548%
Annual Yield % from dividends0.000.00-
Returns for 1 year4.172.04205%
Returns for 3 years-24.60-14.74167%
Returns for 5 years15.49N/A-
Returns for 10 yearsN/AN/A-
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