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PASSX vs WCMNX
PASSX vs WCMNX Comparison
Open Charts PASSX vs WCMNX
T. Rowe Price Small-Cap Stock Adv
Price$52.75
Change+$0.79 (+1.52%)
VolumeN/A
Net Assets7.74B
WCM Small Cap Growth Investor
Price$11.51
Change+$0.24 (+2.13%)
VolumeN/A
Net Assets40.69M
PASSX vs WCMNX Comparison Chart
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PASSX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
PASSX has more cash in the bank: 7.74B vs. WCMNX (40.7M). PASSX pays higher dividends than WCMNX: PASSX (0.22) vs WCMNX (0.00). PASSX was incepted earlier than WCMNX: PASSX (25 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than PASSX (1.18). PASSX is a more actively managed with annual turnover of: 58.70 vs. WCMNX (48.00). WCMNX has a lower initial minimum investment than PASSX: WCMNX (1000) vs PASSX (2500). PASSX annual gain was more profitable for investors over the last year : -11.45 vs. WCMNX (-13.78). WCMNX return over 5 years is better than : 53.85 vs. PASSX (45.92).
| PASSX | WCMNX | PASSX / WCMNX | |
| Total Expense Ratio | 1.18 | 1.24 | 95% |
| Annual Report Gross Expense Ratio | 1.18 | 2.11 | 56% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | -5.887 | -11.742 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -13.78 | 83% |
| Returns for 3 years | -15.63 | -9.09 | 172% |
| Returns for 5 years | 45.92 | 53.85 | 85% |
| Returns for 10 years | 14.38 | N/A | - |
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