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FSVRX vs WCMFX
FSVRX vs WCMFX Comparison
Open Charts FSVRX vs WCMFX
Clifford Capital Fcs Sm Cp Val I
Price$11.86
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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FSVRX vs WCMFX Comparison Chart
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FSVRX 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 FSVRX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 77.1M vs. FSVRX (8.03M). FSVRX pays higher dividends than WCMFX: FSVRX (2.05) vs WCMFX (0.00). FSVRX was incepted earlier than WCMFX: FSVRX (5 years) vs WCMFX (5 years). FSVRX is a more actively managed with annual turnover of: 34.00 vs. WCMFX (22.00). FSVRX has a lower initial minimum investment than WCMFX: FSVRX (2500) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : 26.53 vs. FSVRX (14.20).
| FSVRX | WCMFX | FSVRX / 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 | 0.083 | 14.636 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.03M | 77.1M | 10% |
| Annual Yield % from dividends | 2.05 | 0.00 | - |
| Returns for 1 year | 14.20 | 26.53 | 54% |
| Returns for 3 years | -7.23 | 24.40 | -30% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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