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FOCSX vs WCMLX
FOCSX vs WCMLX Comparison
Open Charts FOCSX vs WCMLX
Fidelity Small Cap Growth K6
Price$17.99
Change+$0.17 (+0.95%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.95
Change+$0.08 (+0.62%)
VolumeN/A
CapitalizationN/A
FOCSX vs WCMLX Comparison Chart
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FOCSX vs. WCMLX commentary
Dec 23, 2024
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 FOCSX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FOCSX has more cash in the bank: 3.72B vs. WCMLX (40.5M). FOCSX pays higher dividends than WCMLX: FOCSX (0.20) vs WCMLX (0.00). FOCSX was incepted earlier than WCMLX: FOCSX (8 years) vs WCMLX (5 years). FOCSX is a more actively managed with annual turnover of: 76.00 vs. WCMLX (48.00). FOCSX has a lower initial minimum investment than WCMLX: FOCSX (0) vs WCMLX (100000). FOCSX annual gain was more profitable for investors over the last year : 23.35 vs. WCMLX (5.89). WCMLX (23.80) and FOCSX (23.64) have equivalent 5 years return.
| FOCSX | WCMLX | FOCSX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 21.305 | 5.028 | 424% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.72B | 40.5M | 9,178% |
| Annual Yield % from dividends | 0.20 | 0.00 | - |
| Returns for 1 year | 23.35 | 5.89 | 397% |
| Returns for 3 years | 11.12 | -5.06 | -220% |
| Returns for 5 years | 23.64 | 23.80 | 99% |
| Returns for 10 years | N/A | N/A | - |
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