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TASZX vs WCMFX
TASZX vs WCMFX Comparison
Open Charts TASZX vs WCMFX
Third Avenue Small Cap Value Z
Price$18.32
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets156.43M
WCM SMID Quality Val Fd Institutional
Price$11.08
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets61.61M
TASZX vs WCMFX Comparison Chart
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TASZX vs. WCMFX commentary
May 11, 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 TASZX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TASZX has more cash in the bank: 156M vs. WCMFX (61.6M). TASZX pays higher dividends than WCMFX: TASZX (0.70) vs WCMFX (0.00). TASZX was incepted earlier than WCMFX: TASZX (7 years) vs WCMFX (6 years). WCMFX (1.27) is less costly to investors than TASZX (1.18). TASZX (15.00) and WCMFX (15.00) have comparable annual turnover. TASZX has a lower initial minimum investment than WCMFX: TASZX (25000) vs WCMFX (100000). TASZX annual gain was more profitable for investors over the last year : -13.97 vs. WCMFX (-16.37). WCMFX return over 5 years is better than : 41.82 vs. TASZX (36.84).
| TASZX | WCMFX | TASZX / WCMFX | |
| Total Expense Ratio | 1.08 | 0.85 | 127% |
| Annual Report Gross Expense Ratio | 1.18 | 1.27 | 93% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | -3.128 | -7.429 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 61.6M | 253% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | -13.97 | -16.37 | 85% |
| Returns for 3 years | -1.12 | 11.01 | -10% |
| Returns for 5 years | 36.84 | 41.82 | 88% |
| Returns for 10 years | N/A | N/A | - |
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