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FSVVX vs WCMFX
FSVVX vs WCMFX Comparison
Open Charts FSVVX vs WCMFX
Clifford Capital Fcs Sm Cp Val Instl
Price$11.87
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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FSVVX vs WCMFX Comparison Chart
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FSVVX 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 FSVVX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 77.1M vs. FSVVX (8.03M). FSVVX pays higher dividends than WCMFX: FSVVX (2.83) vs WCMFX (0.00). FSVVX was incepted earlier than WCMFX: FSVVX (5 years) vs WCMFX (5 years). FSVVX is a more actively managed with annual turnover of: 34.00 vs. WCMFX (22.00). FSVVX (100000) and WCMFX (100000) have matching initial minimum investment requirements. WCMFX annual gain was more profitable for investors over the last year : 22.49 vs. FSVVX (12.47).
| FSVVX | WCMFX | FSVVX / 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 | -0.916 | 13.573 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.03M | 77.1M | 10% |
| Annual Yield % from dividends | 2.83 | 0.00 | - |
| Returns for 1 year | 12.47 | 22.49 | 55% |
| Returns for 3 years | -9.54 | 20.36 | -47% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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