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TFCGX vs WCMNX
TFCGX vs WCMNX Comparison
Open Charts TFCGX vs WCMNX
Taylor Frigon Core Growth
Price$18.53
Change+$0.19 (+1.04%)
VolumeN/A
Net Assets28.81M
WCM Small Cap Growth Investor
Price$11.74
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets42.34M
TFCGX vs WCMNX Comparison Chart
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TFCGX vs. WCMNX commentary
May 23, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 42.3M vs. TFCGX (28.8M). TFCGX (0.00) and WCMNX (0.00) have matching dividends . TFCGX was incepted earlier than WCMNX: TFCGX (8 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than TFCGX (1.45). WCMNX is a more actively managed with annual turnover of: 83.00 vs. TFCGX (30.28). WCMNX has a lower initial minimum investment than TFCGX: WCMNX (1000) vs TFCGX (5000). TFCGX annual gain was more profitable for investors over the last year : 2.52 vs. WCMNX (-5.47). WCMNX return over 5 years is better than : 17.13 vs. TFCGX (3.09).
| TFCGX | WCMNX | TFCGX / WCMNX | |
| Total Expense Ratio | 1.45 | 1.24 | 117% |
| Annual Report Gross Expense Ratio | 1.45 | 2.04 | 71% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -7.374 | -7.329 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.8M | 42.3M | 68% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.52 | -5.47 | -46% |
| Returns for 3 years | 21.94 | 15.07 | 146% |
| Returns for 5 years | 3.09 | 17.13 | 18% |
| Returns for 10 years | N/A | N/A | - |
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