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GSATX vs WCMFX
GSATX vs WCMFX Comparison
Open Charts GSATX vs WCMFX
Goldman Sachs Small Cp Val Insghts A
Price$29.86
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets754.71M
WCM SMID Quality Val Fd Institutional
Price$11.08
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets61.52M
GSATX vs WCMFX Comparison Chart
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GSATX vs. WCMFX commentary
May 11, 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 GSATX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GSATX has more cash in the bank: 755M vs. WCMFX (61.5M). GSATX pays higher dividends than WCMFX: GSATX (0.91) vs WCMFX (0.00). GSATX was incepted earlier than WCMFX: GSATX (18 years) vs WCMFX (6 years). WCMFX (1.27) and GSATX (1.25) have similar cost to investors . GSATX is a more actively managed with annual turnover of: 152.00 vs. WCMFX (15.00). GSATX has a lower initial minimum investment than WCMFX: GSATX (1000) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : -16.44 vs. GSATX (-22.22). WCMFX return over 5 years is better than : 41.69 vs. GSATX (6.99).
| GSATX | WCMFX | GSATX / WCMFX | |
| Total Expense Ratio | 1.20 | 0.85 | 141% |
| Annual Report Gross Expense Ratio | 1.25 | 1.27 | 98% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -9.323 | -7.513 | 124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 61.5M | 1,228% |
| Annual Yield % from dividends | 0.91 | 0.00 | - |
| Returns for 1 year | -22.22 | -16.44 | 135% |
| Returns for 3 years | -7.23 | 10.91 | -66% |
| Returns for 5 years | 6.99 | 41.69 | 17% |
| Returns for 10 years | -19.07 | N/A | - |
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