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TFCGX vs WCMLX
TFCGX vs WCMLX Comparison
Open Charts TFCGX vs WCMLX
Taylor Frigon Core Growth
Price$16.62
Change+$0.33 (+2.03%)
VolumeN/A
Net Assets25.72M
WCM Small Cap Growth Institutional
Price$11.67
Change+$0.24 (+2.10%)
VolumeN/A
Net Assets40.69M
TFCGX vs WCMLX Comparison Chart
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TFCGX vs. WCMLX commentary
Apr 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 TFCGX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 40.7M vs. TFCGX (25.7M). TFCGX (0.00) and WCMLX (0.00) have matching dividends . TFCGX was incepted earlier than WCMLX: TFCGX (8 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than TFCGX (1.45). WCMLX is a more actively managed with annual turnover of: 48.00 vs. TFCGX (30.28). TFCGX has a lower initial minimum investment than WCMLX: TFCGX (5000) vs WCMLX (100000). TFCGX annual gain was more profitable for investors over the last year : -6.91 vs. WCMLX (-11.40). WCMLX return over 5 years is better than : 59.64 vs. TFCGX (42.02).
| TFCGX | WCMLX | TFCGX / WCMLX | |
| Total Expense Ratio | 1.45 | 0.99 | 146% |
| Annual Report Gross Expense Ratio | 1.45 | 1.86 | 78% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -17.727 | -11.120 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.7M | 40.7M | 63% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.91 | -11.40 | 61% |
| Returns for 3 years | -24.72 | -7.82 | 316% |
| Returns for 5 years | 42.02 | 59.64 | 70% |
| Returns for 10 years | N/A | N/A | - |
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