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WCMFX vs WCMJX
WCMFX vs WCMJX Comparison
Open Charts WCMFX vs WCMJX
WCM SMID Quality Val Fd Institutional
Price$10.72
Change+$0.78 (+7.85%)
VolumeN/A
Net Assets55.89M
WCM SMID Quality Val Fd Investor
Price$10.54
Change+$0.77 (+7.88%)
VolumeN/A
Net Assets55.89M
WCMFX vs WCMJX Comparison Chart
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WCMFX vs. WCMJX commentary
Apr 11, 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 WCMFX is a Hold and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
WCMFX (55.9M) and WCMJX (55.9M) have equal amount of cash in the bank . WCMFX (0.00) and WCMJX (0.00) have matching dividends . WCMFX was incepted earlier than WCMJX: WCMFX (5 years) vs WCMJX (5 years). WCMJX (1.52) is less costly to investors than WCMFX (1.27). WCMFX (22.00) and WCMJX (22.00) have comparable annual turnover. WCMJX has a lower initial minimum investment than WCMFX: WCMJX (1000) vs WCMFX (100000). WCMFX (-26.26) and WCMJX (-26.54) have marching annual gain over last year. WCMFX return over 5 years is better than : 33.96 vs. WCMJX (31.85).
| WCMFX | WCMJX | WCMFX / WCMJX | |
| Total Expense Ratio | 0.85 | 1.10 | 77% |
| Annual Report Gross Expense Ratio | 1.27 | 1.52 | 84% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | -17.028 | -17.063 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.9M | 55.9M | 100% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -26.26 | -26.54 | 99% |
| Returns for 3 years | -6.84 | -7.66 | 89% |
| Returns for 5 years | 33.96 | 31.85 | 107% |
| Returns for 10 years | N/A | N/A | - |
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