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TASZX vs WCMFX
TASZX vs WCMFX Comparison
Open Charts TASZX vs WCMFX
Third Avenue Small Cap Value Z
Price$16.39
Change-$0.65 (-3.81%)
VolumeN/A
Net Assets148.25M
WCM SMID Quality Val Fd Institutional
Price$10.35
Change-$0.37 (-3.45%)
VolumeN/A
Net Assets60.29M
TASZX vs WCMFX Comparison Chart
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TASZX vs. WCMFX commentary
Apr 11, 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: 148M vs. WCMFX (60.3M). TASZX pays higher dividends than WCMFX: TASZX (0.68) vs WCMFX (0.00). TASZX was incepted earlier than WCMFX: TASZX (7 years) vs WCMFX (5 years). WCMFX (1.27) is less costly to investors than TASZX (1.18). WCMFX is a more actively managed with annual turnover of: 22.00 vs. TASZX (15.00). TASZX has a lower initial minimum investment than WCMFX: TASZX (25000) vs WCMFX (100000). TASZX (-18.00) and WCMFX (-18.60) have marching annual gain over last year. WCMFX return over 5 years is better than : 44.47 vs. TASZX (25.50).
| TASZX | WCMFX | TASZX / WCMFX | |
| Total Expense Ratio | 1.08 | 0.85 | 127% |
| Annual Report Gross Expense Ratio | 1.18 | 1.27 | 93% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -9.650 | -10.518 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 60.3M | 245% |
| Annual Yield % from dividends | 0.68 | 0.00 | - |
| Returns for 1 year | -18.00 | -18.60 | 97% |
| Returns for 3 years | -11.96 | 0.66 | -1,819% |
| Returns for 5 years | 25.50 | 44.47 | 57% |
| Returns for 10 years | N/A | N/A | - |
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