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WCMFX vs WPGSX
WCMFX vs WPGSX Comparison
Open Charts WCMFX vs WPGSX
WCM SMID Quality Val Fd Institutional
Price$11.88
Change+$0.17 (+1.45%)
VolumeN/A
Net Assets62.17M
WPG Partners Select Small Cap Value Ins
Price$10.78
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets179.2M
WCMFX vs WPGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
WPGSX has more cash in the bank: 179M vs. WCMFX (62.2M). WPGSX pays higher dividends than WCMFX: WPGSX (0.09) vs WCMFX (0.00). WCMFX was incepted earlier than WPGSX: WCMFX (6 years) vs WPGSX (4 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 : -10.10 vs. WCMFX (-13.35).
| 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 | 4 years | - |
| Gain YTD | -0.835 | -3.753 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.2M | 179M | 35% |
| Annual Yield % from dividends | 0.00 | 0.09 | - |
| Returns for 1 year | -13.35 | -10.10 | 132% |
| Returns for 3 years | 14.56 | 17.49 | 83% |
| Returns for 5 years | 36.24 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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