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SNWRX vs WCMJX
SNWRX vs WCMJX Comparison
Open Charts SNWRX vs WCMJX
Easterly Snow Small Cap Value R6
Price$69.51
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets31.8M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.71M
SNWRX vs WCMJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SNWRX has more cash in the bank: 31.8M vs. WCMJX (21.7M). SNWRX pays higher dividends than WCMJX: SNWRX (0.82) vs WCMJX (0.00). SNWRX was incepted earlier than WCMJX: SNWRX (4 years) vs WCMJX (6 years). SNWRX (1.79) is less costly to investors than WCMJX (1.70). SNWRX is a more actively managed with annual turnover of: 38.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than SNWRX: WCMJX (1000) vs SNWRX (5000000). SNWRX annual gain was more profitable for investors over the last year : 8.89 vs. WCMJX (-21.41).
| SNWRX | WCMJX | SNWRX / WCMJX | |
| Total Expense Ratio | 0.85 | 1.15 | 74% |
| Annual Report Gross Expense Ratio | 1.79 | 1.70 | 105% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 12.958 | -6.197 | -209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.8M | 21.7M | 147% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | 8.89 | -21.41 | -42% |
| Returns for 3 years | 66.01 | 14.75 | 448% |
| Returns for 5 years | N/A | 20.90 | - |
| Returns for 10 years | N/A | N/A | - |
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