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WCMFX vs WCMJX
WCMFX vs WCMJX Comparison
Open Charts WCMFX vs WCMJX
WCM SMID Quality Val Fd Institutional
Price$12.10
Change-$0.41 (-3.28%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$11.90
Change-$0.40 (-3.25%)
VolumeN/A
CapitalizationN/A
WCMFX vs WCMJX Comparison Chart
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WCMFX vs. WCMJX commentary
Dec 19, 2024
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 StrongBuy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX (69M) and WCMJX (69M) 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). 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 annual gain was more profitable for investors over the last year : 3.56 vs. WCMJX (3.02). WCMFX return over 5 years is better than : 19.14 vs. WCMJX (17.14).
| WCMFX | WCMJX | WCMFX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 2.289 | 1.821 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69M | 69M | 100% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.56 | 3.02 | 118% |
| Returns for 3 years | 11.50 | 10.41 | 110% |
| Returns for 5 years | 19.14 | 17.14 | 112% |
| Returns for 10 years | N/A | N/A | - |
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