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WCMLX vs WIAEX
WCMLX vs WIAEX Comparison
Open Charts WCMLX vs WIAEX
WCM Small Cap Growth Institutional
Price$13.90
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.16M
Wasatch Small Cap Growth Institutional
Price$39.74
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets1.72B
WCMLX vs WIAEX Comparison Chart in %
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WCMLX vs. WIAEX commentary
Oct 06, 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 Buy and WIAEX is a Hold.
FUNDAMENTALS
Fundamentals
WIAEX has more cash in the bank: 1.72B vs. WCMLX (44.2M). WCMLX (0.00) and WIAEX (0.00) have matching dividends . WCMLX was incepted earlier than WIAEX: WCMLX (6 years) vs WIAEX (10 years). WCMLX (1.79) is less costly to investors than WIAEX (1.07). WCMLX is a more actively managed with annual turnover of: 83.00 vs. WIAEX (28.00). WCMLX (100000) and WIAEX (100000) have matching initial minimum investment requirements. WCMLX annual gain was more profitable for investors over the last year : 6.19 vs. WIAEX (0.15). WCMLX return over 5 years is better than : 21.82 vs. WIAEX (-16.41).
| WCMLX | WIAEX | WCMLX / WIAEX | |
| Total Expense Ratio | 0.99 | 1.05 | 94% |
| Annual Report Gross Expense Ratio | 1.79 | 1.07 | 167% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 8.087 | -6.757 | -120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.2M | 1.72B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.19 | 0.15 | 4,092% |
| Returns for 3 years | 31.13 | 25.36 | 123% |
| Returns for 5 years | 21.82 | -16.41 | -133% |
| Returns for 10 years | N/A | N/A | - |