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WCMFX vs WCMJX
WCMFX vs WCMJX Comparison
Open Charts WCMFX vs WCMJX
WCM SMID Quality Val Fd Institutional
Price$11.09
Change+$0.19 (+1.74%)
VolumeN/A
Net Assets60.55M
WCM SMID Quality Val Fd Investor
Price$10.90
Change+$0.19 (+1.77%)
VolumeN/A
Net Assets60.55M
WCMFX vs WCMJX Comparison Chart
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WCMFX vs. WCMJX commentary
May 09, 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 (60.6M) and WCMJX (60.6M) 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 (1.52) is less costly to investors than WCMFX (1.27). 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 (-17.73) and WCMJX (-18.11) have marching annual gain over last year. WCMFX return over 5 years is better than : 38.87 vs. WCMJX (36.62).
| WCMFX | WCMJX | WCMFX / WCMJX | |
| Total Expense Ratio | 0.85 | 1.10 | 77% |
| Annual Report Gross Expense Ratio | 1.27 | 1.52 | 84% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -9.349 | -9.423 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.6M | 60.6M | 100% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -17.73 | -18.11 | 98% |
| Returns for 3 years | 5.64 | 4.61 | 122% |
| Returns for 5 years | 38.87 | 36.62 | 106% |
| Returns for 10 years | N/A | N/A | - |
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