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WAAEX vs WCMNX
WAAEX vs WCMNX Comparison
Open Charts WAAEX vs WCMNX
Wasatch Small Cap Growth Investor
Price$37.66
Change+$0.52 (+1.40%)
VolumeN/A
Net Assets1.78B
WCM Small Cap Growth Investor
Price$11.64
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets42.14M
WAAEX vs WCMNX Comparison Chart
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WAAEX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WAAEX has more cash in the bank: 1.78B vs. WCMNX (42.1M). WAAEX (0.00) and WCMNX (0.00) have matching dividends . WAAEX was incepted earlier than WCMNX: WAAEX (38 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than WAAEX (1.15). WCMNX is a more actively managed with annual turnover of: 83.00 vs. WAAEX (27.00). WCMNX has a lower initial minimum investment than WAAEX: WCMNX (1000) vs WAAEX (2000). WAAEX annual gain was more profitable for investors over the last year : 2.42 vs. WCMNX (-7.10). WCMNX return over 5 years is better than : 19.77 vs. WAAEX (1.21).
| WAAEX | WCMNX | WAAEX / WCMNX | |
| Total Expense Ratio | 1.15 | 1.24 | 93% |
| Annual Report Gross Expense Ratio | 1.15 | 2.11 | 55% |
| Fund Existence | 38 years | 6 years | - |
| Gain YTD | -11.938 | -9.299 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -7.10 | -34% |
| Returns for 3 years | 9.10 | 14.99 | 61% |
| Returns for 5 years | 1.21 | 19.77 | 6% |
| Returns for 10 years | -28.39 | N/A | - |
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