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WCMJX vs WPGSX
WCMJX vs WPGSX Comparison
Open Charts WCMJX vs WPGSX
WCM SMID Quality Val Fd Investor
Price$10.12
Change-$0.39 (-3.71%)
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
WCMJX vs WPGSX Comparison Chart
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FUNDAMENTALS
Fundamentals
WPGSX has more cash in the bank: 133M vs. WCMJX (56.9M). WPGSX pays higher dividends than WCMJX: WPGSX (0.10) vs WCMJX (0.00). WCMJX was incepted earlier than WPGSX: WCMJX (5 years) vs WPGSX (3 years). WCMJX (1.52) is less costly to investors than WPGSX (1.13). WPGSX is a more actively managed with annual turnover of: 160.00 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than WPGSX: WCMJX (1000) vs WPGSX (100000). WCMJX (-22.98) and WPGSX (-23.12) have marching annual gain over last year.
| WCMJX | WPGSX | WCMJX / WPGSX | |
| Total Expense Ratio | 1.10 | 1.10 | 100% |
| Annual Report Gross Expense Ratio | 1.52 | 1.13 | 135% |
| Fund Existence | 5 years | 3 years | - |
| Gain YTD | -14.092 | -22.431 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| 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 | -22.98 | -23.12 | 99% |
| Returns for 3 years | -5.77 | -17.40 | 33% |
| Returns for 5 years | 62.44 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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