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WAMVX vs WCMNX
WAMVX vs WCMNX Comparison
Open Charts WAMVX vs WCMNX
Wasatch Micro Cap Value
Price$4.50
Change-$0.05 (-1.10%)
VolumeN/A
Net Assets351.52M
WCM Small Cap Growth Investor
Price$13.60
Change-$0.14 (-1.02%)
VolumeN/A
Net Assets44.33M
WAMVX vs WCMNX Comparison Chart in %
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WAMVX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
WAMVX has more cash in the bank: 352M vs. WCMNX (44.3M). 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 : 14.21 vs. WCMNX (5.53). WAMVX return over 5 years is better than : 16.28 vs. WCMNX (12.81).
| 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 | 7.656 | 8.274 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | 5.53 | 257% |
| Returns for 3 years | 58.45 | 38.37 | 152% |
| Returns for 5 years | 16.28 | 12.81 | 127% |
| Returns for 10 years | 51.88 | N/A | - |
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