Ad is loading...
WCMFX vs WPGSX
WCMFX vs WPGSX Comparison
Open Charts WCMFX vs WPGSX
WCM SMID Quality Val Fd Institutional
Price$10.30
Change-$0.40 (-3.74%)
VolumeN/A
Net Assets56.94M
WPG Partners Select Small Cap Value Ins
Price$8.68
Change-$0.48 (-5.24%)
VolumeN/A
Net Assets132.69M
WCMFX vs WPGSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
WPGSX has more cash in the bank: 133M vs. WCMFX (56.9M). WPGSX pays higher dividends than WCMFX: WPGSX (0.10) vs WCMFX (0.00). WCMFX was incepted earlier than WPGSX: WCMFX (5 years) vs WPGSX (3 years). WCMFX (1.27) is less costly to investors than WPGSX (1.13). WPGSX is a more actively managed with annual turnover of: 160.00 vs. WCMFX (22.00). WCMFX (100000) and WPGSX (100000) have matching initial minimum investment requirements. WCMFX (-22.61) and WPGSX (-23.12) have marching annual gain over last year.
| WCMFX | WPGSX | WCMFX / WPGSX | |
| Total Expense Ratio | 0.85 | 1.10 | 77% |
| Annual Report Gross Expense Ratio | 1.27 | 1.13 | 112% |
| Fund Existence | 5 years | 3 years | - |
| Gain YTD | -14.023 | -22.431 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.9M | 133M | 43% |
| Annual Yield % from dividends | 0.00 | 0.10 | - |
| Returns for 1 year | -22.61 | -23.12 | 98% |
| Returns for 3 years | -4.81 | -17.40 | 28% |
| Returns for 5 years | 65.06 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers