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WCMJX vs WPGSX
WCMJX vs WPGSX Comparison
Open Charts WCMJX vs WPGSX
WCM SMID Quality Val Fd Investor
Price$10.95
Change-$0.19 (-1.71%)
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
WCMJX vs WPGSX Comparison Chart
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FUNDAMENTALS
Fundamentals
WPGSX has more cash in the bank: 164M vs. WCMJX (59.8M). WPGSX pays higher dividends than WCMJX: WPGSX (0.10) vs WCMJX (0.00). WCMJX was incepted earlier than WPGSX: WCMJX (6 years) vs WPGSX (3 years). WCMJX (1.70) is less costly to investors than WPGSX (1.13). WPGSX is a more actively managed with annual turnover of: 160.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than WPGSX: WCMJX (1000) vs WPGSX (100000). WPGSX annual gain was more profitable for investors over the last year : -10.47 vs. WCMJX (-16.73).
| WCMJX | WPGSX | WCMJX / WPGSX | |
| Total Expense Ratio | 1.15 | 1.10 | 105% |
| Annual Report Gross Expense Ratio | 1.70 | 1.13 | 150% |
| Fund Existence | 6 years | 3 years | - |
| Gain YTD | -7.046 | -9.741 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| 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 | -16.73 | -10.47 | 160% |
| Returns for 3 years | 11.73 | 8.18 | 143% |
| Returns for 5 years | 32.89 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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