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TASZX vs WCMJX
TASZX vs WCMJX Comparison
Open Charts TASZX vs WCMJX
Third Avenue Small Cap Value Z
Price$18.96
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets159.19M
WCM SMID Quality Val Fd Investor
Price$11.11
Change-$0.10 (-0.89%)
VolumeN/A
Net Assets61.2M
TASZX vs WCMJX Comparison Chart
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TASZX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TASZX has more cash in the bank: 159M vs. WCMJX (61.2M). TASZX pays higher dividends than WCMJX: TASZX (0.67) vs WCMJX (0.00). TASZX was incepted earlier than WCMJX: TASZX (7 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than TASZX (1.18). TASZX (15.00) and WCMJX (15.00) have comparable annual turnover. WCMJX has a lower initial minimum investment than TASZX: WCMJX (1000) vs TASZX (25000). TASZX annual gain was more profitable for investors over the last year : -6.27 vs. WCMJX (-13.44). WCMJX (36.04) and TASZX (35.92) have equivalent 5 years return.
| TASZX | WCMJX | TASZX / WCMJX | |
| Total Expense Ratio | 1.08 | 1.15 | 94% |
| Annual Report Gross Expense Ratio | 1.18 | 1.70 | 69% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 0.265 | -4.839 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| 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 | -13.44 | 47% |
| Returns for 3 years | -0.37 | 10.23 | -4% |
| Returns for 5 years | 35.92 | 36.04 | 100% |
| Returns for 10 years | N/A | N/A | - |
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