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WCMFX vs WCMJX
WCMFX vs WCMJX Comparison
Open Charts WCMFX vs WCMJX
WCM SMID Quality Val Fd Institutional
Price$12.47
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets69.09M
WCM SMID Quality Val Fd Investor
Price$12.26
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets69.09M
WCMFX vs WCMJX Comparison Chart
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WCMFX vs. WCMJX commentary
Jan 19, 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 (69.1M) and WCMJX (69.1M) 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 : 5.50 vs. WCMJX (4.97). WCMFX return over 5 years is better than : 16.43 vs. WCMJX (14.58).
| 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 | 4.090 | 4.075 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.1M | 69.1M | 100% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.50 | 4.97 | 111% |
| Returns for 3 years | 12.85 | 11.76 | 109% |
| Returns for 5 years | 16.43 | 14.58 | 113% |
| Returns for 10 years | N/A | N/A | - |
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