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TASZX vs WCMFX
TASZX vs WCMFX Comparison
Open Charts TASZX vs WCMFX
Third Avenue Small Cap Value Z
Price$18.55
Change-$0.39 (-2.06%)
VolumeN/A
Net Assets166.05M
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
TASZX vs WCMFX Comparison Chart
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TASZX vs. WCMFX commentary
Feb 23, 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TASZX has more cash in the bank: 166M vs. WCMFX (66.5M). 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 : -6.03 vs. TASZX (-6.39). WCMFX return over 5 years is better than : 11.06 vs. TASZX (4.45).
| 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 | -1.644 | -1.085 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 66.5M | 250% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | -6.39 | -6.03 | 106% |
| Returns for 3 years | -3.81 | 9.72 | -39% |
| Returns for 5 years | 4.45 | 11.06 | 40% |
| Returns for 10 years | N/A | N/A | - |
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