WAMCX
Price
$27.52
Change
-$2.17 (-7.31%)
Updated
Apr 3 closing price
Net Assets
743.59M
WCMLX
Price
$10.81
Change
-$0.86 (-7.37%)
Updated
Apr 3 closing price
Net Assets
41.58M
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WAMCX vs WCMLX

Header iconWAMCX vs WCMLX Comparison
Open Charts WAMCX vs WCMLXBanner chart's image
Wasatch Ultra Growth
Price$27.52
Change-$2.17 (-7.31%)
VolumeN/A
Net Assets743.59M
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
WAMCX vs WCMLX Comparison Chart
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WAMCX vs. WCMLX commentary
Apr 04, 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 Buy and WCMLX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
WAMCX has more cash in the bank: 744M vs. WCMLX (41.6M). WAMCX (0.00) and WCMLX (0.00) have matching dividends . WAMCX was incepted earlier than WCMLX: WAMCX (33 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than WAMCX (1.22). WCMLX is a more actively managed with annual turnover of: 48.00 vs. WAMCX (25.00). WAMCX has a lower initial minimum investment than WCMLX: WAMCX (2000) vs WCMLX (100000). WAMCX annual gain was more profitable for investors over the last year : -9.32 vs. WCMLX (-9.95). WCMLX return over 5 years is better than : 62.99 vs. WAMCX (36.38).
WAMCXWCMLXWAMCX / WCMLX
Total Expense Ratio1.220.99123%
Annual Report Gross Expense Ratio1.221.8666%
Fund Existence33 years5 years-
Gain YTD-13.591-9.253147%
Front LoadN/AN/A-
Min. Initial Investment20001000002%
Min. Initial Investment IRAN/AN/A-
Net Assets744M41.6M1,788%
Annual Yield % from dividends0.000.00-
Returns for 1 year-9.32-9.9594%
Returns for 3 years-21.79-6.42340%
Returns for 5 years36.3862.9958%
Returns for 10 years45.93N/A-
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