Ad is loading...
WAAEX vs WCMLX
WAAEX vs WCMLX Comparison
Open Charts WAAEX vs WCMLX
Wasatch Small Cap Growth Investor
Price$37.66
Change+$0.52 (+1.40%)
VolumeN/A
Net Assets1.78B
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
WAAEX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
WAAEX vs. WCMLX commentary
May 09, 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 WAAEX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WAAEX has more cash in the bank: 1.78B vs. WCMLX (42.1M). WAAEX (0.00) and WCMLX (0.00) have matching dividends . WAAEX was incepted earlier than WCMLX: WAAEX (38 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than WAAEX (1.15). WCMLX is a more actively managed with annual turnover of: 83.00 vs. WAAEX (27.00). WAAEX has a lower initial minimum investment than WCMLX: WAAEX (2000) vs WCMLX (100000). WAAEX annual gain was more profitable for investors over the last year : 2.42 vs. WCMLX (-6.86). WCMLX return over 5 years is better than : 21.31 vs. WAAEX (1.21).
| WAAEX | WCMLX | WAAEX / WCMLX | |
| Total Expense Ratio | 1.15 | 0.99 | 116% |
| Annual Report Gross Expense Ratio | 1.15 | 1.86 | 62% |
| Fund Existence | 38 years | 6 years | - |
| Gain YTD | -11.938 | -9.253 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78B | 42.1M | 4,223% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.42 | -6.86 | -35% |
| Returns for 3 years | 9.10 | 15.89 | 57% |
| Returns for 5 years | 1.21 | 21.31 | 6% |
| Returns for 10 years | -28.39 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...