Interact to see
Advertisement
Advertisement
WCMFX vs WSMVX
WCMFX vs WSMVX Comparison
Open Charts WCMFX vs WSMVX
WCM SMID Quality Val Fd Institutional
Price$11.71
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets61.41M
Wilshire Small Company Value Instl
Price$27.16
Change-$0.31 (-1.13%)
VolumeN/A
Net Assets23.17M
WCMFX vs WSMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
WCMFX vs. WSMVX commentary
Aug 18, 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 WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 61.4M vs. WSMVX (23.2M). WSMVX pays higher dividends than WCMFX: WSMVX (1.52) vs WCMFX (0.00). WCMFX was incepted earlier than WSMVX: WCMFX (6 years) vs WSMVX (29 years). WSMVX (1.70) is less costly to investors than WCMFX (1.45). WSMVX is a more actively managed with annual turnover of: 53.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than WSMVX: WCMFX (100000) vs WSMVX (250000). WSMVX annual gain was more profitable for investors over the last year : 0.99 vs. WCMFX (-15.02). WSMVX return over 5 years is better than : 53.04 vs. WCMFX (27.42).
| WCMFX | WSMVX | WCMFX / WSMVX | |
| Total Expense Ratio | 0.90 | 1.10 | 82% |
| Annual Report Gross Expense Ratio | 1.45 | 1.70 | 85% |
| Fund Existence | 6 years | 29 years | - |
| Gain YTD | -2.254 | 4.021 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.4M | 23.2M | 265% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -15.02 | 0.99 | -1,518% |
| Returns for 3 years | 4.46 | -1.14 | -392% |
| Returns for 5 years | 27.42 | 53.04 | 52% |
| Returns for 10 years | N/A | 25.99 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement