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TASZX vs WCMJX
TASZX vs WCMJX Comparison
Open Charts TASZX vs WCMJX
Third Avenue Small Cap Value Z
Price$16.39
Change-$0.65 (-3.81%)
VolumeN/A
Net Assets148.25M
WCM SMID Quality Val Fd Investor
Price$10.17
Change-$0.37 (-3.51%)
VolumeN/A
Net Assets60.29M
TASZX vs WCMJX Comparison Chart
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TASZX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TASZX has more cash in the bank: 148M vs. WCMJX (60.3M). TASZX pays higher dividends than WCMJX: TASZX (0.68) vs WCMJX (0.00). TASZX was incepted earlier than WCMJX: TASZX (7 years) vs WCMJX (5 years). WCMJX (1.52) is less costly to investors than TASZX (1.18). WCMJX is a more actively managed with annual turnover of: 22.00 vs. TASZX (15.00). 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 : -18.00 vs. WCMJX (-18.92). WCMJX return over 5 years is better than : 42.24 vs. TASZX (25.50).
| TASZX | WCMJX | TASZX / WCMJX | |
| Total Expense Ratio | 1.08 | 1.10 | 98% |
| Annual Report Gross Expense Ratio | 1.18 | 1.52 | 78% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -9.650 | -10.526 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| 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 | -18.92 | 95% |
| Returns for 3 years | -11.96 | -0.19 | 6,313% |
| Returns for 5 years | 25.50 | 42.24 | 60% |
| Returns for 10 years | N/A | N/A | - |