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FOCSX vs WCMNX
FOCSX vs WCMNX Comparison
Open Charts FOCSX vs WCMNX
Fidelity Small Cap Growth K6
Price$15.10
Change-$1.06 (-6.56%)
VolumeN/A
Net Assets3.31B
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
FOCSX vs WCMNX Comparison Chart
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FOCSX vs. WCMNX commentary
Apr 04, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FOCSX has more cash in the bank: 3.31B vs. WCMNX (41.6M). FOCSX pays higher dividends than WCMNX: FOCSX (1.74) vs WCMNX (0.00). FOCSX was incepted earlier than WCMNX: FOCSX (8 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than FOCSX (0.61). FOCSX is a more actively managed with annual turnover of: 85.00 vs. WCMNX (48.00). FOCSX has a lower initial minimum investment than WCMNX: FOCSX (0) vs WCMNX (1000). FOCSX annual gain was more profitable for investors over the last year : -2.72 vs. WCMNX (-10.22). WCMNX return over 5 years is better than : 60.98 vs. FOCSX (51.52).
| FOCSX | WCMNX | FOCSX / WCMNX | |
| Total Expense Ratio | 0.61 | 1.24 | 49% |
| Annual Report Gross Expense Ratio | 0.61 | 2.11 | 29% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -9.315 | -9.299 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.31B | 41.6M | 7,966% |
| Annual Yield % from dividends | 1.74 | 0.00 | - |
| Returns for 1 year | -2.72 | -10.22 | 27% |
| Returns for 3 years | 8.28 | -7.10 | -117% |
| Returns for 5 years | 51.52 | 60.98 | 84% |
| Returns for 10 years | N/A | N/A | - |
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