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TRSSX vs WCMLX
TRSSX vs WCMLX Comparison
Open Charts TRSSX vs WCMLX
T. Rowe Price Instl Small-Cap Stock
Price$21.96
Change+$0.38 (+1.76%)
VolumeN/A
Net Assets3.86B
WCM Small Cap Growth Institutional
Price$10.78
Change+$0.16 (+1.51%)
VolumeN/A
Net Assets39.07M
TRSSX vs WCMLX Comparison Chart
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TRSSX vs. WCMLX commentary
Apr 14, 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 TRSSX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRSSX has more cash in the bank: 3.86B vs. WCMLX (39.1M). TRSSX pays higher dividends than WCMLX: TRSSX (0.64) vs WCMLX (0.00). TRSSX was incepted earlier than WCMLX: TRSSX (25 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than TRSSX (0.66). TRSSX is a more actively managed with annual turnover of: 59.90 vs. WCMLX (48.00). WCMLX has a lower initial minimum investment than TRSSX: WCMLX (100000) vs TRSSX (1000000). WCMLX annual gain was more profitable for investors over the last year : -15.78 vs. TRSSX (-18.97). WCMLX return over 5 years is better than : 26.38 vs. TRSSX (8.89).
| TRSSX | WCMLX | TRSSX / WCMLX | |
| Total Expense Ratio | 0.66 | 0.99 | 67% |
| Annual Report Gross Expense Ratio | 0.66 | 1.86 | 35% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | -11.736 | -16.174 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.86B | 39.1M | 9,880% |
| Annual Yield % from dividends | 0.64 | 0.00 | - |
| Returns for 1 year | -18.97 | -15.78 | 120% |
| Returns for 3 years | -20.97 | -8.10 | 259% |
| Returns for 5 years | 8.89 | 26.38 | 34% |
| Returns for 10 years | 4.57 | N/A | - |
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