PASSX
Price
$51.13
Change
+$0.20 (+0.39%)
Updated
Apr 28 closing price
Net Assets
7.53B
WCMLX
Price
$11.26
Change
+$0.01 (+0.09%)
Updated
Apr 28 closing price
Net Assets
40.18M
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PASSX vs WCMLX

Header iconPASSX vs WCMLX Comparison
Open Charts PASSX vs WCMLXBanner chart's image
T. Rowe Price Small-Cap Stock Adv
Price$51.13
Change+$0.20 (+0.39%)
VolumeN/A
Net Assets7.53B
WCM Small Cap Growth Institutional
Price$11.26
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets40.18M
PASSX vs WCMLX Comparison Chart
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PASSX vs. WCMLX commentary
Apr 29, 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.

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FUNDAMENTALS
Fundamentals
PASSX has more cash in the bank: 7.53B vs. WCMLX (40.2M). 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 (1.86) 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). WCMLX annual gain was more profitable for investors over the last year : -8.76 vs. PASSX (-10.42). WCMLX return over 5 years is better than : 18.55 vs. PASSX (13.08).
PASSXWCMLXPASSX / WCMLX
Total Expense Ratio1.180.99119%
Annual Report Gross Expense Ratio1.181.8663%
Fund Existence25 years6 years-
Gain YTD-7.752-12.51962%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets7.53B40.2M18,741%
Annual Yield % from dividends0.220.00-
Returns for 1 year-10.42-8.76119%
Returns for 3 years-8.511.63-523%
Returns for 5 years13.0818.5571%
Returns for 10 years15.02N/A-
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