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TASZX vs WCMFX
TASZX vs WCMFX Comparison
Open Charts TASZX vs WCMFX
Third Avenue Small Cap Value Z
Price$19.74
Change+$0.22 (+1.13%)
VolumeN/A
Net Assets163.79M
WCM SMID Quality Val Fd Institutional
Price$11.75
Change+$0.08 (+0.69%)
VolumeN/A
Net Assets62.37M
TASZX vs WCMFX Comparison Chart in %
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TASZX vs. WCMFX commentary
Jul 04, 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: 164M vs. WCMFX (62.4M). TASZX pays higher dividends than WCMFX: TASZX (0.65) vs WCMFX (0.00). TASZX was incepted earlier than WCMFX: TASZX (7 years) vs WCMFX (6 years). WCMFX (1.45) 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 : -1.64 vs. WCMFX (-10.98). TASZX (39.32) and WCMFX (39.26) have equivalent 5 years return.
| TASZX | WCMFX | TASZX / WCMFX | |
| Total Expense Ratio | 1.08 | 0.90 | 120% |
| Annual Report Gross Expense Ratio | 1.18 | 1.45 | 81% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 3.499 | -2.588 | -135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 62.4M | 263% |
| Annual Yield % from dividends | 0.65 | 0.00 | - |
| Returns for 1 year | -1.64 | -10.98 | 15% |
| Returns for 3 years | 5.14 | 15.43 | 33% |
| Returns for 5 years | 39.32 | 39.26 | 100% |
| Returns for 10 years | N/A | N/A | - |
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