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PASSX vs WCMLX
PASSX vs WCMLX Comparison
Open Charts PASSX vs WCMLX
T. Rowe Price Small-Cap Stock Adv
Price$55.28
Change-$2.18 (-3.79%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
PASSX vs WCMLX Comparison Chart
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PASSX vs. WCMLX commentary
Dec 19, 2024
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: 8.9B vs. WCMLX (41.8M). PASSX (0.00) and WCMLX (0.00) have matching dividends . PASSX was incepted earlier than WCMLX: PASSX (25 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. PASSX (28.20). 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 : 5.06 vs. PASSX (-2.14). WCMLX return over 5 years is better than : 23.14 vs. PASSX (6.87).
| PASSX | WCMLX | PASSX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | -3.044 | 4.461 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.9B | 41.8M | 21,285% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.14 | 5.06 | -42% |
| Returns for 3 years | -16.68 | -3.52 | 474% |
| Returns for 5 years | 6.87 | 23.14 | 30% |
| Returns for 10 years | 27.10 | N/A | - |
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