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WAMVX vs WCMLX
WAMVX vs WCMLX Comparison
Open Charts WAMVX vs WCMLX
Wasatch Micro Cap Value
Price$4.50
Change-$0.05 (-1.10%)
VolumeN/A
Net Assets351.52M
WCM Small Cap Growth Institutional
Price$13.81
Change-$0.14 (-1.00%)
VolumeN/A
Net Assets44.33M
WAMVX vs WCMLX Comparison Chart in %
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WAMVX vs. WCMLX commentary
Oct 10, 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 Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
WAMVX has more cash in the bank: 352M vs. WCMLX (44.3M). 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 : 14.21 vs. WCMLX (5.84). WAMVX return over 5 years is better than : 16.28 vs. WCMLX (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 | 7.656 | 8.476 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 44.3M | 795% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.21 | 5.84 | 243% |
| Returns for 3 years | 58.45 | 39.36 | 149% |
| Returns for 5 years | 16.28 | 14.25 | 114% |
| Returns for 10 years | 51.88 | N/A | - |
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