Interact to see
Advertisement
Advertisement
IUSCX vs WCMLX
IUSCX vs WCMLX Comparison
Open Charts IUSCX vs WCMLX
FI Instl Group U.S. Small Cap Eq
Price$10.23
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets196.78K
WCM Small Cap Growth Institutional
Price$12.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets43.46M
IUSCX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IUSCX vs. WCMLX commentary
Jul 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 IUSCX is a StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 43.5M vs. IUSCX (197K). IUSCX pays higher dividends than WCMLX: IUSCX (0.16) 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 (1.79). 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 : 4.04 vs. IUSCX (-13.93).
| IUSCX | WCMLX | IUSCX / WCMLX | |
| Total Expense Ratio | 0.75 | 0.99 | 76% |
| Annual Report Gross Expense Ratio | 85.82 | 1.79 | 4,794% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | -17.512 | 0.233 | -7,507% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 197K | 43.5M | 0% |
| Annual Yield % from dividends | 0.16 | 0.00 | - |
| Returns for 1 year | -13.93 | 4.04 | -345% |
| Returns for 3 years | -2.19 | 24.06 | -9% |
| Returns for 5 years | N/A | 24.30 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement