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PASSX vs WCMLX
PASSX vs WCMLX Comparison
Open Charts PASSX vs WCMLX
T. Rowe Price Small-Cap Stock Adv
Price$53.67
Change-$1.00 (-1.83%)
VolumeN/A
Net Assets7.82B
WCM Small Cap Growth Institutional
Price$11.97
Change-$0.22 (-1.80%)
VolumeN/A
Net Assets40.71M
PASSX vs WCMLX Comparison Chart
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PASSX vs. WCMLX commentary
Jun 15, 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 PASSX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PASSX has more cash in the bank: 7.82B vs. WCMLX (40.7M). PASSX pays higher dividends than WCMLX: PASSX (0.22) vs WCMLX (0.00). PASSX was incepted earlier than WCMLX: PASSX (25 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than PASSX (1.15). WCMLX is a more actively managed with annual turnover of: 83.00 vs. PASSX (58.70). PASSX has a lower initial minimum investment than WCMLX: PASSX (2500) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -3.31 vs. PASSX (-6.24). WCMLX return over 5 years is better than : 20.79 vs. PASSX (15.23).
| PASSX | WCMLX | PASSX / WCMLX | |
| Total Expense Ratio | 1.15 | 0.99 | 116% |
| Annual Report Gross Expense Ratio | 1.15 | 1.79 | 64% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | -2.789 | -6.921 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.82B | 40.7M | 19,201% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -6.24 | -3.31 | 189% |
| Returns for 3 years | 5.24 | 24.69 | 21% |
| Returns for 5 years | 15.23 | 20.79 | 73% |
| Returns for 10 years | 17.80 | N/A | - |
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