WAMCX
Price
$29.69
Change
-$0.19 (-0.64%)
Updated
May 23 closing price
Net Assets
661.58M
WCMLX
Price
$11.88
Change
-$0.03 (-0.25%)
Updated
May 23 closing price
Net Assets
42.26M
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WAMCX vs WCMLX

Header iconWAMCX vs WCMLX Comparison
Open Charts WAMCX vs WCMLXBanner chart's image
Wasatch Ultra Growth
Price$29.69
Change-$0.19 (-0.64%)
VolumeN/A
Net Assets661.58M
WCM Small Cap Growth Institutional
Price$11.88
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets42.26M
WAMCX vs WCMLX Comparison Chart
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WAMCX vs. WCMLX commentary
May 24, 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 WAMCX is a Hold and WCMLX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
WAMCX has more cash in the bank: 662M vs. WCMLX (42.3M). WAMCX (0.00) and WCMLX (0.00) have matching dividends . WAMCX was incepted earlier than WCMLX: WAMCX (33 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than WAMCX (1.22). WCMLX is a more actively managed with annual turnover of: 83.00 vs. WAMCX (25.00). WAMCX has a lower initial minimum investment than WCMLX: WAMCX (2000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -3.81 vs. WAMCX (-7.07). WCMLX return over 5 years is better than : 18.21 vs. WAMCX (-10.41).
WAMCXWCMLXWAMCX / WCMLX
Total Expense Ratio1.220.99123%
Annual Report Gross Expense Ratio1.221.7968%
Fund Existence33 years6 years-
Gain YTD-13.591-7.621178%
Front LoadN/AN/A-
Min. Initial Investment20001000002%
Min. Initial Investment IRAN/AN/A-
Net Assets662M42.3M1,565%
Annual Yield % from dividends0.000.00-
Returns for 1 year-7.07-3.81186%
Returns for 3 years7.1119.2837%
Returns for 5 years-10.4118.21-57%
Returns for 10 years48.83N/A-
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