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TASZX vs WCMJX
TASZX vs WCMJX Comparison
Open Charts TASZX vs WCMJX
Third Avenue Small Cap Value Z
Price$19.53
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets178.09M
WCM SMID Quality Val Fd Investor
Price$12.26
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets69.09M
TASZX vs WCMJX Comparison Chart
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TASZX vs. WCMJX commentary
Jan 19, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TASZX has more cash in the bank: 178M vs. WCMJX (69.1M). TASZX pays higher dividends than WCMJX: TASZX (0.47) vs WCMJX (0.00). TASZX was incepted earlier than WCMJX: TASZX (7 years) vs WCMJX (5 years). WCMJX (22.00) and TASZX (21.00) have comparable annual turnover. WCMJX has a lower initial minimum investment than TASZX: WCMJX (1000) vs TASZX (25000). WCMJX annual gain was more profitable for investors over the last year : 4.97 vs. TASZX (1.30). WCMJX return over 5 years is better than : 14.58 vs. TASZX (7.41).
| TASZX | WCMJX | TASZX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 3.552 | 4.075 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 69.1M | 258% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 1.30 | 4.97 | 26% |
| Returns for 3 years | -2.80 | 11.76 | -24% |
| Returns for 5 years | 7.41 | 14.58 | 51% |
| Returns for 10 years | N/A | N/A | - |