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WCMJX vs WPGSX
WCMJX vs WPGSX Comparison
Open Charts WCMJX vs WPGSX
WCM SMID Quality Val Fd Investor
Price$11.66
Change+$0.17 (+1.48%)
VolumeN/A
Net Assets61.29M
WPG Partners Select Small Cap Value Ins
Price$10.78
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets179.2M
WCMJX vs WPGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
WPGSX has more cash in the bank: 179M vs. WCMJX (61.3M). WPGSX pays higher dividends than WCMJX: WPGSX (0.09) vs WCMJX (0.00). WCMJX was incepted earlier than WPGSX: WCMJX (6 years) vs WPGSX (4 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 : -10.10 vs. WCMJX (-15.08).
| 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 | 4 years | - |
| Gain YTD | -2.462 | -3.753 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.3M | 179M | 34% |
| Annual Yield % from dividends | 0.00 | 0.09 | - |
| Returns for 1 year | -15.08 | -10.10 | 149% |
| Returns for 3 years | 11.77 | 17.49 | 67% |
| Returns for 5 years | 32.07 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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