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FOCSX vs WCMNX
FOCSX vs WCMNX Comparison
Open Charts FOCSX vs WCMNX
Fidelity Small Cap Growth K6
Price$16.24
Change+$0.27 (+1.69%)
VolumeN/A
Net Assets3.29B
WCM Small Cap Growth Investor
Price$11.64
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets42.14M
FOCSX vs WCMNX Comparison Chart
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FOCSX vs. WCMNX commentary
May 09, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FOCSX has more cash in the bank: 3.29B vs. WCMNX (42.1M). FOCSX pays higher dividends than WCMNX: FOCSX (1.75) vs WCMNX (0.00). FOCSX was incepted earlier than WCMNX: FOCSX (8 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than FOCSX (0.61). FOCSX (85.00) and WCMNX (83.00) have comparable annual turnover. 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 : -2.30 vs. WCMNX (-7.10). FOCSX (20.03) and WCMNX (19.77) have equivalent 5 years return.
| 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 | 6 years | - |
| Gain YTD | -10.382 | -9.299 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.29B | 42.1M | 7,824% |
| Annual Yield % from dividends | 1.75 | 0.00 | - |
| Returns for 1 year | -2.30 | -7.10 | 32% |
| Returns for 3 years | 33.41 | 14.99 | 223% |
| Returns for 5 years | 20.03 | 19.77 | 101% |
| Returns for 10 years | N/A | N/A | - |
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