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TASZX vs WCMFX
TASZX vs WCMFX Comparison
Open Charts TASZX vs WCMFX
Third Avenue Small Cap Value Z
Price$19.84
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets165.24M
WCM SMID Quality Val Fd Institutional
Price$11.80
Change-$0.08 (-0.67%)
VolumeN/A
Net Assets62.17M
TASZX vs WCMFX Comparison Chart in %
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TASZX vs. WCMFX commentary
Jul 29, 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: 165M vs. WCMFX (62.2M). 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 : -8.63 vs. WCMFX (-14.96). TASZX (35.70) and WCMFX (34.09) 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 | 5.196 | -0.835 | -623% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 62.2M | 265% |
| Annual Yield % from dividends | 0.65 | 0.00 | - |
| Returns for 1 year | -8.63 | -14.96 | 58% |
| Returns for 3 years | 1.73 | 10.92 | 16% |
| Returns for 5 years | 35.70 | 34.09 | 105% |
| Returns for 10 years | N/A | N/A | - |
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