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IUSCX vs WCMNX
IUSCX vs WCMNX Comparison
Open Charts IUSCX vs WCMNX
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 Investor
Price$11.64
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets42.14M
IUSCX vs WCMNX Comparison Chart
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IUSCX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 42.1M vs. IUSCX (182K). IUSCX pays higher dividends than WCMNX: IUSCX (0.18) vs WCMNX (0.00). IUSCX was incepted earlier than WCMNX: IUSCX (5 years) vs WCMNX (6 years). IUSCX (85.82) is less costly to investors than WCMNX (2.11). WCMNX is a more actively managed with annual turnover of: 83.00 vs. IUSCX (29.00). IUSCX has a lower initial minimum investment than WCMNX: IUSCX (0) vs WCMNX (1000). WCMNX annual gain was more profitable for investors over the last year : -7.10 vs. IUSCX (-12.71).
| IUSCX | WCMNX | IUSCX / WCMNX | |
| Total Expense Ratio | 0.75 | 1.24 | 60% |
| Annual Report Gross Expense Ratio | 85.82 | 2.11 | 4,067% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | -15.366 | -9.299 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -7.10 | 179% |
| Returns for 3 years | -1.97 | 14.99 | -13% |
| Returns for 5 years | N/A | 19.77 | - |
| Returns for 10 years | N/A | N/A | - |
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