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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$10.99
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets190.26K
WCM Small Cap Growth Investor
Price$11.80
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets42.06M
IUSCX vs WCMNX Comparison Chart
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IUSCX vs. WCMNX commentary
Jun 03, 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 (190K). IUSCX pays higher dividends than WCMNX: IUSCX (0.17) 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 (2.04). 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 : -4.08 vs. IUSCX (-9.05).
| IUSCX | WCMNX | IUSCX / WCMNX | |
| Total Expense Ratio | 0.75 | 1.24 | 60% |
| Annual Report Gross Expense Ratio | 85.82 | 2.04 | 4,207% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | -11.665 | -7.329 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190K | 42.1M | 0% |
| Annual Yield % from dividends | 0.17 | 0.00 | - |
| Returns for 1 year | -9.05 | -4.08 | 222% |
| Returns for 3 years | -4.77 | 9.80 | -49% |
| Returns for 5 years | N/A | 11.79 | - |
| Returns for 10 years | N/A | N/A | - |
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