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TASZX vs WCMFX
TASZX vs WCMFX Comparison
Open Charts TASZX vs WCMFX
Third Avenue Small Cap Value Z
Price$18.96
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets159.19M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change-$0.10 (-0.88%)
VolumeN/A
Net Assets61.2M
TASZX vs WCMFX Comparison Chart
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TASZX vs. WCMFX commentary
Jun 12, 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: 159M vs. WCMFX (61.2M). TASZX pays higher dividends than WCMFX: TASZX (0.67) 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 : -6.27 vs. WCMFX (-12.96). WCMFX return over 5 years is better than : 38.42 vs. TASZX (35.92).
| 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 | 0.265 | -4.674 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 61.2M | 260% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | -6.27 | -12.96 | 48% |
| Returns for 3 years | -0.37 | 11.31 | -3% |
| Returns for 5 years | 35.92 | 38.42 | 93% |
| Returns for 10 years | N/A | N/A | - |
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