Interact to see
Advertisement
Advertisement
WCMFX vs WCMJX
WCMFX vs WCMJX Comparison
Open Charts WCMFX vs WCMJX
WCM SMID Quality Val Fd Institutional
Price$3.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.92M
WCM SMID Quality Val Fd Investor
Price$3.18
Change+$0.01 (+0.32%)
VolumeN/A
Net Assets5.92M
WCMFX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
WCMFX vs. WCMJX commentary
Nov 20, 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 (5.92M) and WCMJX (5.92M) 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 (6 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than WCMFX (1.45). WCMFX (15.00) and WCMJX (15.00) have comparable annual turnover. WCMJX has a lower initial minimum investment than WCMFX: WCMJX (1000) vs WCMFX (100000). WCMFX (-76.30) and WCMJX (-77.39) have marching annual gain over last year. WCMFX (-65.40) and WCMJX (-67.35) have equivalent 5 years return.
| WCMFX | WCMJX | WCMFX / WCMJX | |
| Total Expense Ratio | 0.90 | 1.15 | 78% |
| Annual Report Gross Expense Ratio | 1.45 | 1.70 | 85% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -71.870 | -73.090 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.92M | 5.92M | 100% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -76.30 | -77.39 | 99% |
| Returns for 3 years | -67.31 | -68.98 | 98% |
| Returns for 5 years | -65.40 | -67.35 | 97% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement