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GSCTX vs WCMJX
GSCTX vs WCMJX Comparison
Open Charts GSCTX vs WCMJX
Goldman Sachs Small Cp Val Insghts C
Price$11.31
Change-$0.81 (-6.68%)
VolumeN/A
Net Assets831.88M
WCM SMID Quality Val Fd Investor
Price$10.51
Change-$0.57 (-5.14%)
VolumeN/A
Net Assets61.72M
GSCTX vs WCMJX Comparison Chart
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GSCTX vs. WCMJX commentary
Apr 04, 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 GSCTX is a Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GSCTX has more cash in the bank: 832M vs. WCMJX (61.7M). GSCTX pays higher dividends than WCMJX: GSCTX (1.52) vs WCMJX (0.00). GSCTX was incepted earlier than WCMJX: GSCTX (18 years) vs WCMJX (5 years). GSCTX (2.00) is less costly to investors than WCMJX (1.52). GSCTX is a more actively managed with annual turnover of: 152.00 vs. WCMJX (22.00). GSCTX (1000) and WCMJX (1000) have matching initial minimum investment requirements. WCMJX annual gain was more profitable for investors over the last year : -16.50 vs. GSCTX (-37.38). WCMJX return over 5 years is better than : 77.85 vs. GSCTX (-19.56).
| GSCTX | WCMJX | GSCTX / WCMJX | |
| Total Expense Ratio | 1.95 | 1.10 | 177% |
| Annual Report Gross Expense Ratio | 2.00 | 1.52 | 132% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | -8.904 | -5.942 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 832M | 61.7M | 1,348% |
| Annual Yield % from dividends | 1.52 | 0.00 | - |
| Returns for 1 year | -37.38 | -16.50 | 227% |
| Returns for 3 years | -38.27 | 1.47 | -2,612% |
| Returns for 5 years | -19.56 | 77.85 | -25% |
| Returns for 10 years | -59.12 | N/A | - |
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