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TASZX vs WCMJX
TASZX vs WCMJX Comparison
Open Charts TASZX vs WCMJX
Third Avenue Small Cap Value Z
Price$19.74
Change+$0.22 (+1.13%)
VolumeN/A
Net Assets163.79M
WCM SMID Quality Val Fd Investor
Price$11.54
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets62.37M
TASZX vs WCMJX Comparison Chart in %
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TASZX vs. WCMJX commentary
Jul 04, 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: 164M vs. WCMJX (62.4M). TASZX pays higher dividends than WCMJX: TASZX (0.65) 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 : -1.64 vs. WCMJX (-11.44). TASZX return over 5 years is better than : 39.32 vs. WCMJX (36.92).
| 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 | 3.499 | -2.716 | -129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 62.4M | 263% |
| Annual Yield % from dividends | 0.65 | 0.00 | - |
| Returns for 1 year | -1.64 | -11.44 | 14% |
| Returns for 3 years | 5.14 | 14.37 | 36% |
| Returns for 5 years | 39.32 | 36.92 | 107% |
| Returns for 10 years | N/A | N/A | - |
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