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WCMFX vs WPGSX
WCMFX vs WPGSX Comparison
Open Charts WCMFX vs WPGSX
WCM SMID Quality Val Fd Institutional
Price$11.15
Change-$0.19 (-1.68%)
VolumeN/A
Net Assets59.79M
WPG Partners Select Small Cap Value Ins
Price$10.10
Change-$0.19 (-1.85%)
VolumeN/A
Net Assets163.91M
WCMFX vs WPGSX Comparison Chart
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FUNDAMENTALS
Fundamentals
WPGSX has more cash in the bank: 164M vs. WCMFX (59.8M). 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 : -10.47 vs. WCMFX (-16.35).
| 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 | -6.928 | -9.741 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8M | 164M | 36% |
| Annual Yield % from dividends | 0.00 | 0.10 | - |
| Returns for 1 year | -16.35 | -10.47 | 156% |
| Returns for 3 years | 12.85 | 8.18 | 157% |
| Returns for 5 years | 35.15 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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