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WCMLX vs WGMVX
WCMLX vs WGMVX Comparison
Open Charts WCMLX vs WGMVX
WCM Small Cap Growth Institutional
Price$13.79
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets42.97M
Wasatch Micro Cap Value Institutional
Price$4.49
Change-$0.03 (-0.66%)
VolumeN/A
Net Assets344.05M
WCMLX vs WGMVX Comparison Chart in %
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WCMLX vs. WGMVX commentary
Oct 19, 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 WCMLX is a Hold and WGMVX is a Hold.
FUNDAMENTALS
Fundamentals
WGMVX has more cash in the bank: 344M vs. WCMLX (43M). WCMLX (0.00) and WGMVX (0.00) have matching dividends . WCMLX was incepted earlier than WGMVX: WCMLX (6 years) vs WGMVX (6 years). WCMLX (1.79) is less costly to investors than WGMVX (1.63). WCMLX is a more actively managed with annual turnover of: 83.00 vs. WGMVX (54.00). WCMLX (100000) and WGMVX (100000) have matching initial minimum investment requirements. WGMVX annual gain was more profitable for investors over the last year : 9.25 vs. WCMLX (1.70). WGMVX return over 5 years is better than : 15.72 vs. WCMLX (12.48).
| WCMLX | WGMVX | WCMLX / WGMVX | |
| Total Expense Ratio | 0.99 | 1.60 | 62% |
| Annual Report Gross Expense Ratio | 1.79 | 1.63 | 110% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 7.232 | 6.651 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43M | 344M | 13% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.70 | 9.25 | 18% |
| Returns for 3 years | 33.88 | 53.77 | 63% |
| Returns for 5 years | 12.48 | 15.72 | 79% |
| Returns for 10 years | N/A | N/A | - |
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