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FOCSX vs WCMLX
FOCSX vs WCMLX Comparison
Open Charts FOCSX vs WCMLX
Fidelity Small Cap Growth K6
Price$18.72
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets3.68B
WCM Small Cap Growth Institutional
Price$13.84
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets45.17M
FOCSX vs WCMLX Comparison Chart in %
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FOCSX vs. WCMLX commentary
Sep 17, 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 FOCSX is a Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
FOCSX has more cash in the bank: 3.68B vs. WCMLX (45.2M). FOCSX pays higher dividends than WCMLX: FOCSX (1.50) vs WCMLX (0.00). FOCSX was incepted earlier than WCMLX: FOCSX (8 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than FOCSX (0.61). FOCSX (85.00) and WCMLX (83.00) have comparable annual turnover. 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 : 8.00 vs. WCMLX (6.39). WCMLX return over 5 years is better than : 22.41 vs. FOCSX (18.70).
| FOCSX | WCMLX | FOCSX / WCMLX | |
| Total Expense Ratio | 0.61 | 0.99 | 62% |
| Annual Report Gross Expense Ratio | 0.61 | 1.79 | 34% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 5.163 | 7.465 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.68B | 45.2M | 8,139% |
| Annual Yield % from dividends | 1.50 | 0.00 | - |
| Returns for 1 year | 8.00 | 6.39 | 125% |
| Returns for 3 years | 48.52 | 29.40 | 165% |
| Returns for 5 years | 18.70 | 22.41 | 83% |
| Returns for 10 years | N/A | N/A | - |
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