Ad is loading...
GSATX vs WCMJX
GSATX vs WCMJX Comparison
Open Charts GSATX vs WCMJX
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 Investor
Price$10.88
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets61.52M
GSATX vs WCMJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GSATX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GSATX has more cash in the bank: 755M vs. WCMJX (61.5M). GSATX pays higher dividends than WCMJX: GSATX (0.91) vs WCMJX (0.00). GSATX was incepted earlier than WCMJX: GSATX (18 years) vs WCMJX (6 years). WCMJX (1.52) is less costly to investors than GSATX (1.25). GSATX is a more actively managed with annual turnover of: 152.00 vs. WCMJX (15.00). GSATX (1000) and WCMJX (1000) have matching initial minimum investment requirements. WCMJX annual gain was more profitable for investors over the last year : -16.82 vs. GSATX (-22.22). WCMJX return over 5 years is better than : 39.31 vs. GSATX (6.99).
| GSATX | WCMJX | GSATX / WCMJX | |
| Total Expense Ratio | 1.20 | 1.10 | 109% |
| Annual Report Gross Expense Ratio | 1.25 | 1.52 | 82% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -9.323 | -7.640 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -16.82 | 132% |
| Returns for 3 years | -7.23 | 9.79 | -74% |
| Returns for 5 years | 6.99 | 39.31 | 18% |
| Returns for 10 years | -19.07 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FIDJX | 13.15 | 0.01 | +0.08% |
| Fidelity SAI Sustainable Sector Fund | |||
| HIBCX | 48.96 | -0.02 | -0.04% |
| Hartford Capital Appreciation HLS IB | |||
| DSEFX | 35.50 | -0.03 | -0.08% |
| Domini Impact Equity Investor | |||
| RAFAX | 34.16 | -0.09 | -0.26% |
| American Funds AMCAP R1 | |||
| LDVAX | 24.83 | -0.13 | -0.52% |
| AXS FTSE Vntr Cptl RetTrckr A | |||