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IUSCX vs WCMLX
IUSCX vs WCMLX Comparison
Open Charts IUSCX vs WCMLX
FI Instl Group U.S. Small Cap Eq
Price$10.78
Change+$0.26 (+2.47%)
VolumeN/A
Net Assets182.3K
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
IUSCX vs WCMLX Comparison Chart
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IUSCX vs. WCMLX commentary
May 09, 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 IUSCX is a StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 42.1M vs. IUSCX (182K). IUSCX pays higher dividends than WCMLX: IUSCX (0.18) vs WCMLX (0.00). IUSCX was incepted earlier than WCMLX: IUSCX (5 years) vs WCMLX (6 years). IUSCX (85.82) is less costly to investors than WCMLX (1.86). WCMLX is a more actively managed with annual turnover of: 83.00 vs. IUSCX (29.00). IUSCX has a lower initial minimum investment than WCMLX: IUSCX (0) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -6.86 vs. IUSCX (-12.71).
| IUSCX | WCMLX | IUSCX / WCMLX | |
| Total Expense Ratio | 0.75 | 0.99 | 76% |
| Annual Report Gross Expense Ratio | 85.82 | 1.86 | 4,614% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | -15.366 | -9.253 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182K | 42.1M | 0% |
| Annual Yield % from dividends | 0.18 | 0.00 | - |
| Returns for 1 year | -12.71 | -6.86 | 185% |
| Returns for 3 years | -1.97 | 15.89 | -12% |
| Returns for 5 years | N/A | 21.31 | - |
| Returns for 10 years | N/A | N/A | - |
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