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WCMFX vs WCMJX
WCMFX vs WCMJX Comparison
Open Charts WCMFX vs WCMJX
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
WCMFX vs WCMJX Comparison Chart
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WCMFX vs. WCMJX commentary
Feb 23, 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 StrongBuy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX (66.5M) and WCMJX (66.5M) 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 : -4.28 vs. WCMJX (-4.66). WCMFX return over 5 years is better than : 13.12 vs. WCMJX (11.25).
| 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 | 0.751 | 0.764 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.5M | 66.5M | 100% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.28 | -4.66 | 92% |
| Returns for 3 years | 11.76 | 10.73 | 110% |
| Returns for 5 years | 13.12 | 11.25 | 117% |
| Returns for 10 years | N/A | N/A | - |
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