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PASSX vs WCMLX
PASSX vs WCMLX Comparison
Open Charts PASSX vs WCMLX
T. Rowe Price Small-Cap Stock Adv
Price$52.75
Change+$0.79 (+1.52%)
VolumeN/A
Net Assets7.74B
WCM Small Cap Growth Institutional
Price$11.43
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets40.69M
PASSX vs WCMLX Comparison Chart
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PASSX vs. WCMLX commentary
Apr 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 PASSX is a Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
PASSX has more cash in the bank: 7.74B 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 (5 years). WCMLX (1.86) is less costly to investors than PASSX (1.18). PASSX is a more actively managed with annual turnover of: 58.70 vs. WCMLX (48.00). PASSX has a lower initial minimum investment than WCMLX: PASSX (2500) vs WCMLX (100000). PASSX annual gain was more profitable for investors over the last year : -11.45 vs. WCMLX (-13.62). WCMLX return over 5 years is better than : 55.69 vs. PASSX (45.92).
| PASSX | WCMLX | PASSX / WCMLX | |
| Total Expense Ratio | 1.18 | 0.99 | 119% |
| Annual Report Gross Expense Ratio | 1.18 | 1.86 | 63% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | -5.887 | -11.742 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.74B | 40.7M | 19,022% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -11.45 | -13.62 | 84% |
| Returns for 3 years | -15.63 | -8.47 | 185% |
| Returns for 5 years | 45.92 | 55.69 | 82% |
| Returns for 10 years | 14.38 | N/A | - |
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