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FSVRX vs WCMJX
FSVRX vs WCMJX Comparison
Open Charts FSVRX vs WCMJX
Clifford Capital Fcs Sm Cp Val I
Price$11.86
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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FSVRX vs WCMJX Comparison Chart
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FSVRX 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 FSVRX is a Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 77.1M vs. FSVRX (8.03M). FSVRX pays higher dividends than WCMJX: FSVRX (2.05) vs WCMJX (0.00). FSVRX was incepted earlier than WCMJX: FSVRX (5 years) vs WCMJX (5 years). FSVRX is a more actively managed with annual turnover of: 34.00 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than FSVRX: WCMJX (1000) vs FSVRX (2500). WCMJX annual gain was more profitable for investors over the last year : 26.30 vs. FSVRX (14.20).
| FSVRX | WCMJX | FSVRX / 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 | 0.083 | 14.487 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | 26.30 | 54% |
| Returns for 3 years | -7.23 | 23.48 | -31% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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