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FOCSX vs WCMLX
FOCSX vs WCMLX Comparison
Open Charts FOCSX vs WCMLX
Fidelity Small Cap Growth K6
Price$14.34
Change-$0.76 (-5.03%)
VolumeN/A
Net Assets3.31B
WCM Small Cap Growth Institutional
Price$10.31
Change-$0.50 (-4.63%)
VolumeN/A
Net Assets36.73M
FOCSX vs WCMLX Comparison Chart
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FOCSX vs. WCMLX commentary
Apr 07, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FOCSX has more cash in the bank: 3.31B vs. WCMLX (36.7M). FOCSX pays higher dividends than WCMLX: FOCSX (1.74) vs WCMLX (0.00). FOCSX was incepted earlier than WCMLX: FOCSX (8 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than FOCSX (0.61). FOCSX is a more actively managed with annual turnover of: 85.00 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 : -12.43 vs. WCMLX (-19.39). WCMLX return over 5 years is better than : 43.99 vs. FOCSX (34.45).
| FOCSX | WCMLX | FOCSX / WCMLX | |
| Total Expense Ratio | 0.61 | 0.99 | 62% |
| Annual Report Gross Expense Ratio | 0.61 | 1.86 | 33% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -19.529 | -19.829 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.31B | 36.7M | 9,030% |
| Annual Yield % from dividends | 1.74 | 0.00 | - |
| Returns for 1 year | -12.43 | -19.39 | 64% |
| Returns for 3 years | -1.58 | -15.56 | 10% |
| Returns for 5 years | 34.45 | 43.99 | 78% |
| Returns for 10 years | N/A | N/A | - |
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