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WCMFX vs WCMJX
WCMFX vs WCMJX Comparison
Open Charts WCMFX vs WCMJX
WCM SMID Quality Val Fd Institutional
Price$11.37
Change-$0.15 (-1.30%)
VolumeN/A
Net Assets59.51M
WCM SMID Quality Val Fd Investor
Price$11.16
Change-$0.16 (-1.41%)
VolumeN/A
Net Assets59.51M
WCMFX vs WCMJX Comparison Chart in %
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WCMFX vs. WCMJX commentary
Aug 03, 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 (59.5M) and WCMJX (59.5M) 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 (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 (-17.49) and WCMJX (-17.88) have marching annual gain over last year. WCMFX return over 5 years is better than : 29.79 vs. WCMJX (27.84).
| 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 | -5.092 | -5.263 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.5M | 59.5M | 100% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -17.49 | -17.88 | 98% |
| Returns for 3 years | 6.46 | 5.38 | 120% |
| Returns for 5 years | 29.79 | 27.84 | 107% |
| Returns for 10 years | N/A | N/A | - |
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