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FSVQX vs WCMFX
FSVQX vs WCMFX Comparison
Open Charts FSVQX vs WCMFX
Clifford Capital Fcs Sm Cp Val Spr Instl
Price$11.85
Change-$0.16 (-1.33%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.02
Change-$0.14 (-0.99%)
VolumeN/A
CapitalizationN/A
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FSVQX vs WCMFX Comparison Chart
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FSVQX vs. WCMFX commentary
Sep 21, 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 FSVQX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 77.1M vs. FSVQX (8.03M). FSVQX pays higher dividends than WCMFX: FSVQX (2.58) vs WCMFX (0.00). FSVQX was incepted earlier than WCMFX: FSVQX (5 years) vs WCMFX (5 years). FSVQX is a more actively managed with annual turnover of: 34.00 vs. WCMFX (22.00). WCMFX has a lower initial minimum investment than FSVQX: WCMFX (100000) vs FSVQX (1000000). WCMFX annual gain was more profitable for investors over the last year : 22.49 vs. FSVQX (12.56).
| FSVQX | WCMFX | FSVQX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | -0.835 | 13.573 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.03M | 77.1M | 10% |
| Annual Yield % from dividends | 2.58 | 0.00 | - |
| Returns for 1 year | 12.56 | 22.49 | 56% |
| Returns for 3 years | -9.38 | 20.36 | -46% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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