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FSVQX vs WCMJX
FSVQX vs WCMJX Comparison
Open Charts FSVQX vs WCMJX
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 Investor
Price$13.83
Change-$0.14 (-1.00%)
VolumeN/A
CapitalizationN/A
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FSVQX vs WCMJX Comparison Chart
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FSVQX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 77.1M vs. FSVQX (8.03M). FSVQX pays higher dividends than WCMJX: FSVQX (2.58) vs WCMJX (0.00). FSVQX was incepted earlier than WCMJX: FSVQX (5 years) vs WCMJX (5 years). FSVQX is a more actively managed with annual turnover of: 34.00 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than FSVQX: WCMJX (1000) vs FSVQX (1000000). WCMJX annual gain was more profitable for investors over the last year : 22.21 vs. FSVQX (12.56).
| FSVQX | WCMJX | FSVQX / WCMJX | |
| 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 | 13.411 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | 22.21 | 57% |
| Returns for 3 years | -9.38 | 19.44 | -48% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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