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WAMVX vs WCMLX
WAMVX vs WCMLX Comparison
Open Charts WAMVX vs WCMLX
Wasatch Micro Cap Value
Price$4.63
Change+$0.10 (+2.21%)
VolumeN/A
Net Assets351.65M
WCM Small Cap Growth Institutional
Price$14.17
Change+$0.39 (+2.83%)
VolumeN/A
Net Assets45.17M
WAMVX vs WCMLX Comparison Chart in %
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WAMVX vs. WCMLX commentary
Sep 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 WAMVX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
WAMVX has more cash in the bank: 352M vs. WCMLX (45.2M). 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 : 18.41 vs. WCMLX (5.59). WAMVX return over 5 years is better than : 27.55 vs. WCMLX (22.82).
| 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 | 10.766 | 7.154 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 45.2M | 779% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 18.41 | 5.59 | 329% |
| Returns for 3 years | 53.82 | 27.83 | 193% |
| Returns for 5 years | 27.55 | 22.82 | 121% |
| Returns for 10 years | 55.75 | N/A | - |
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