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QRSIX vs WCMJX
QRSIX vs WCMJX Comparison
Open Charts QRSIX vs WCMJX
FPA Queens Road Small Cap Value Instl
Price$43.94
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets1.06B
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
QRSIX vs WCMJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
QRSIX has more cash in the bank: 1.06B vs. WCMJX (21.8M). QRSIX pays higher dividends than WCMJX: QRSIX (0.82) vs WCMJX (0.00). QRSIX was incepted earlier than WCMJX: QRSIX (5 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than QRSIX (0.80). QRSIX (15.00) and WCMJX (15.00) have comparable annual turnover. WCMJX has a lower initial minimum investment than QRSIX: WCMJX (1000) vs QRSIX (100000). QRSIX annual gain was more profitable for investors over the last year : 7.49 vs. WCMJX (-21.05).
| QRSIX | WCMJX | QRSIX / WCMJX | |
| Total Expense Ratio | 0.80 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.80 | 1.70 | 47% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 12.782 | -5.772 | -221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 21.8M | 4,858% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | 7.49 | -21.05 | -36% |
| Returns for 3 years | 43.84 | 15.26 | 287% |
| Returns for 5 years | N/A | 21.44 | - |
| Returns for 10 years | N/A | N/A | - |
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