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TASZX vs WCMFX
TASZX vs WCMFX Comparison
Open Charts TASZX vs WCMFX
Third Avenue Small Cap Value Z
Price$21.91
Change-$0.21 (-0.95%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.02
Change-$0.14 (-0.99%)
VolumeN/A
CapitalizationN/A
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TASZX vs WCMFX Comparison Chart
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TASZX vs. WCMFX commentary
Sep 21, 2024
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: 189M vs. WCMFX (77.1M). TASZX pays higher dividends than WCMFX: TASZX (0.47) vs WCMFX (0.00). TASZX was incepted earlier than WCMFX: TASZX (7 years) vs WCMFX (5 years). WCMFX (22.00) and TASZX (21.00) have comparable annual turnover. TASZX has a lower initial minimum investment than WCMFX: TASZX (25000) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : 26.53 vs. TASZX (5.00).
| TASZX | WCMFX | TASZX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 9.451 | 14.636 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 77.1M | 245% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 5.00 | 26.53 | 19% |
| Returns for 3 years | 9.20 | 24.40 | 38% |
| Returns for 5 years | 19.42 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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