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WAMVX vs WCMLX
WAMVX vs WCMLX Comparison
Open Charts WAMVX vs WCMLX
Wasatch Micro Cap Value
Price$4.17
Change-$0.01 (-0.24%)
VolumeN/A
Net Assets327.89M
WCM Small Cap Growth Institutional
Price$12.95
Change-$0.06 (-0.46%)
VolumeN/A
Net Assets43.97M
WAMVX vs WCMLX Comparison Chart in %
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WAMVX vs. WCMLX commentary
Aug 08, 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 WAMVX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WAMVX has more cash in the bank: 328M vs. WCMLX (44M). WAMVX (0.00) and WCMLX (0.00) have matching dividends . WAMVX was incepted earlier than WCMLX: WAMVX (22 years) vs WCMLX (6 years). WCMLX (1.79) and WAMVX (1.71) have similar cost to investors . WCMLX is a more actively managed with annual turnover of: 83.00 vs. WAMVX (54.00). WAMVX has a lower initial minimum investment than WCMLX: WAMVX (2000) vs WCMLX (100000). WAMVX annual gain was more profitable for investors over the last year : 15.19 vs. WCMLX (6.46). WCMLX return over 5 years is better than : 15.95 vs. WAMVX (14.25).
| WAMVX | WCMLX | WAMVX / WCMLX | |
| Total Expense Ratio | 1.71 | 0.99 | 173% |
| Annual Report Gross Expense Ratio | 1.71 | 1.79 | 96% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | -0.239 | 1.166 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 44M | 745% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 15.19 | 6.46 | 235% |
| Returns for 3 years | 27.91 | 12.74 | 219% |
| Returns for 5 years | 14.25 | 15.95 | 89% |
| Returns for 10 years | 34.00 | N/A | - |
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| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RIDFX | 26.74 | 0.02 | +0.07% |
| American Funds Income Fund of Amer R5 | |||
| FDFAX | 87.93 | N/A | N/A |
| Fidelity Select Consumer Staples Port | |||
| TBDCX | 12.64 | N/A | N/A |
| PGIM Jennison Diversified Growth C | |||
| FSGAX | 49.44 | N/A | N/A |
| Franklin Small-Mid Cap Growth Adv | |||
| GMEZX | 9.82 | N/A | N/A |
| GuideStone Funds Impact Equity Inv | |||