Interact to see
Advertisement
Advertisement
PASSX vs WCMLX
PASSX vs WCMLX Comparison
Open Charts PASSX vs WCMLX
T. Rowe Price Small-Cap Stock Adv
Price$52.84
Change-$0.07 (-0.13%)
VolumeN/A
Net Assets7.76B
WCM Small Cap Growth Institutional
Price$11.88
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets42.26M
PASSX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PASSX vs. WCMLX commentary
May 24, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PASSX has more cash in the bank: 7.76B vs. WCMLX (42.3M). PASSX pays higher dividends than WCMLX: PASSX (0.23) 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 : -5.25 vs. PASSX (-8.99). WCMLX return over 5 years is better than : 18.61 vs. PASSX (17.59).
| 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 | -4.075 | -7.309 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.76B | 42.3M | 18,350% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | -8.99 | -5.25 | 171% |
| Returns for 3 years | -0.96 | 15.95 | -6% |
| Returns for 5 years | 17.59 | 18.61 | 95% |
| Returns for 10 years | 17.59 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers