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PASSX vs WCMNX
PASSX vs WCMNX Comparison
Open Charts PASSX vs WCMNX
T. Rowe Price Small-Cap Stock Adv
Price$52.84
Change-$0.07 (-0.13%)
VolumeN/A
Net Assets7.75B
WCM Small Cap Growth Investor
Price$11.72
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets42.26M
PASSX vs WCMNX Comparison Chart
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PASSX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PASSX has more cash in the bank: 7.75B vs. WCMNX (42.3M). PASSX pays higher dividends than WCMNX: PASSX (0.23) vs WCMNX (0.00). PASSX was incepted earlier than WCMNX: PASSX (25 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than PASSX (1.15). WCMNX is a more actively managed with annual turnover of: 83.00 vs. PASSX (58.70). WCMNX has a lower initial minimum investment than PASSX: WCMNX (1000) vs PASSX (2500). WCMNX annual gain was more profitable for investors over the last year : -4.01 vs. PASSX (-7.84). PASSX (17.32) and WCMNX (16.73) have equivalent 5 years return.
| PASSX | WCMNX | PASSX / WCMNX | |
| Total Expense Ratio | 1.15 | 1.24 | 93% |
| Annual Report Gross Expense Ratio | 1.15 | 2.04 | 56% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | -4.293 | -7.644 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.75B | 42.3M | 18,324% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | -7.84 | -4.01 | 195% |
| Returns for 3 years | 0.33 | 18.38 | 2% |
| Returns for 5 years | 17.32 | 16.73 | 104% |
| Returns for 10 years | 18.47 | N/A | - |
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