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IUSCX vs WCMLX
IUSCX vs WCMLX Comparison
Open Charts IUSCX vs WCMLX
Fisher IIG US Sm Cap Eq
Price$9.89
Change+$0.12 (+1.23%)
VolumeN/A
Net Assets169.26K
WCM Small Cap Growth Institutional
Price$10.81
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets38.8M
IUSCX vs WCMLX Comparison Chart
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IUSCX vs. WCMLX commentary
Apr 18, 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: 38.8M vs. IUSCX (169K). IUSCX pays higher dividends than WCMLX: IUSCX (0.17) vs WCMLX (0.00). IUSCX was incepted earlier than WCMLX: IUSCX (5 years) vs WCMLX (5 years). IUSCX (85.82) is less costly to investors than WCMLX (1.86). WCMLX is a more actively managed with annual turnover of: 48.00 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 : -12.36 vs. IUSCX (-15.80).
| 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 | 5 years | - |
| Gain YTD | -21.400 | -16.719 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169K | 38.8M | 0% |
| Annual Yield % from dividends | 0.17 | 0.00 | - |
| Returns for 1 year | -15.80 | -12.36 | 128% |
| Returns for 3 years | -23.83 | -8.07 | 295% |
| Returns for 5 years | N/A | 23.25 | - |
| Returns for 10 years | N/A | N/A | - |
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