WAMCX
Price
$35.81
Change
+$0.24 (+0.67%)
Updated
Jan 17 closing price
Net Assets
947.01M
WCMLX
Price
$13.46
Change
+$0.08 (+0.60%)
Updated
Jan 17 closing price
Net Assets
41.57M
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WAMCX vs WCMLX

Header iconWAMCX vs WCMLX Comparison
Open Charts WAMCX vs WCMLXBanner chart's image
Wasatch Ultra Growth
Price$35.81
Change+$0.24 (+0.67%)
VolumeN/A
Net Assets947.01M
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.57M
WAMCX vs WCMLX Comparison Chart
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WAMCX vs. WCMLX commentary
Jan 19, 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: 947M vs. WCMLX (41.6M). WAMCX (0.00) and WCMLX (0.00) have matching dividends . WAMCX was incepted earlier than WCMLX: WAMCX (32 years) vs WCMLX (5 years). 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 : 17.68 vs. WCMLX (11.89). WCMLX return over 5 years is better than : 23.03 vs. WAMCX (19.93).
WAMCXWCMLXWAMCX / WCMLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years5 years-
Gain YTD4.2204.66690%
Front LoadN/AN/A-
Min. Initial Investment20001000002%
Min. Initial Investment IRAN/AN/A-
Net Assets947M41.6M2,276%
Annual Yield % from dividends0.000.00-
Returns for 1 year17.6811.89149%
Returns for 3 years-3.817.77-49%
Returns for 5 years19.9323.0387%
Returns for 10 years95.42N/A-
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