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WCMFX vs WPGSX
WCMFX vs WPGSX Comparison
Open Charts WCMFX vs WPGSX
WCM SMID Quality Val Fd Institutional
Price$11.05
Change-$0.10 (-0.90%)
VolumeN/A
Net Assets61.6M
WPG Partners Select Small Cap Value Ins
Price$9.79
Change-$0.06 (-0.61%)
VolumeN/A
Net Assets159.36M
WCMFX vs WPGSX Comparison Chart
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FUNDAMENTALS
Fundamentals
WPGSX has more cash in the bank: 159M vs. WCMFX (61.6M). WPGSX pays higher dividends than WCMFX: WPGSX (0.10) vs WCMFX (0.00). WCMFX was incepted earlier than WPGSX: WCMFX (6 years) vs WPGSX (3 years). WCMFX (1.45) is less costly to investors than WPGSX (1.13). WPGSX is a more actively managed with annual turnover of: 160.00 vs. WCMFX (15.00). WCMFX (100000) and WPGSX (100000) have matching initial minimum investment requirements. WPGSX annual gain was more profitable for investors over the last year : -14.81 vs. WCMFX (-16.53).
| WCMFX | WPGSX | WCMFX / WPGSX | |
| Total Expense Ratio | 0.90 | 1.10 | 82% |
| Annual Report Gross Expense Ratio | 1.45 | 1.13 | 128% |
| Fund Existence | 6 years | 3 years | - |
| Gain YTD | -6.845 | -12.064 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.6M | 159M | 39% |
| Annual Yield % from dividends | 0.00 | 0.10 | - |
| Returns for 1 year | -16.53 | -14.81 | 112% |
| Returns for 3 years | 10.06 | 2.35 | 428% |
| Returns for 5 years | 41.27 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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