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FTXSX vs WCMNX
FTXSX vs WCMNX Comparison
Open Charts FTXSX vs WCMNX
FullerThaler Behavioral Sm-Cp GrInstl
Price$42.56
Change-$1.27 (-2.90%)
VolumeN/A
Net Assets2.69B
WCM Small Cap Growth Investor
Price$11.76
Change-$0.36 (-2.97%)
VolumeN/A
Net Assets43.65M
FTXSX vs WCMNX Comparison Chart
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FTXSX vs. WCMNX commentary
May 22, 2025
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 FTXSX is a StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTXSX has more cash in the bank: 2.69B vs. WCMNX (43.7M). FTXSX (0.00) and WCMNX (0.00) have matching dividends . FTXSX was incepted earlier than WCMNX: FTXSX (7 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than FTXSX (1.08). WCMNX (83.00) and FTXSX (82.00) have comparable annual turnover. WCMNX has a lower initial minimum investment than FTXSX: WCMNX (1000) vs FTXSX (100000). FTXSX annual gain was more profitable for investors over the last year : 0.67 vs. WCMNX (-3.19). FTXSX return over 5 years is better than : 88.27 vs. WCMNX (20.72).
| FTXSX | WCMNX | FTXSX / WCMNX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.08 | 2.04 | 53% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | -8.344 | -4.492 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.69B | 43.7M | 6,146% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.67 | -3.19 | -21% |
| Returns for 3 years | 58.92 | 18.59 | 317% |
| Returns for 5 years | 88.27 | 20.72 | 426% |
| Returns for 10 years | N/A | N/A | - |
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