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WAMVX vs WCMNX
WAMVX vs WCMNX Comparison
Open Charts WAMVX vs WCMNX
Wasatch Micro Cap Value
Price$4.17
Change-$0.01 (-0.24%)
VolumeN/A
Net Assets327.89M
WCM Small Cap Growth Investor
Price$12.76
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets43.97M
WAMVX vs WCMNX Comparison Chart in %
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WAMVX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WAMVX has more cash in the bank: 328M vs. WCMNX (44M). WAMVX (0.00) and WCMNX (0.00) have matching dividends . WAMVX was incepted earlier than WCMNX: WAMVX (22 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than WAMVX (1.71). WCMNX is a more actively managed with annual turnover of: 83.00 vs. WAMVX (54.00). WCMNX has a lower initial minimum investment than WAMVX: WCMNX (1000) vs WAMVX (2000). WAMVX annual gain was more profitable for investors over the last year : 15.19 vs. WCMNX (6.30). WCMNX (14.45) and WAMVX (14.25) have equivalent 5 years return.
| WAMVX | WCMNX | WAMVX / WCMNX | |
| Total Expense Ratio | 1.71 | 1.24 | 138% |
| Annual Report Gross Expense Ratio | 1.71 | 2.04 | 84% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | -0.239 | 1.103 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | 6.30 | 241% |
| Returns for 3 years | 27.91 | 11.95 | 234% |
| Returns for 5 years | 14.25 | 14.45 | 99% |
| Returns for 10 years | 34.00 | N/A | - |
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