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WCMLX vs WMKSX
WCMLX vs WMKSX Comparison
Open Charts WCMLX vs WMKSX
WCM Small Cap Growth Institutional
Price$11.01
Change+$0.22 (+2.04%)
VolumeN/A
Net Assets38.54M
WesMark Small Company Fund
Price$13.83
Change+$0.25 (+1.84%)
VolumeN/A
Net Assets122.19M
WCMLX vs WMKSX Comparison Chart
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WCMLX vs. WMKSX commentary
Apr 24, 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 StrongBuy and WMKSX is a Buy.
FUNDAMENTALS
Fundamentals
WMKSX has more cash in the bank: 122M vs. WCMLX (38.5M). WCMLX (0.00) and WMKSX (0.00) have matching dividends . WCMLX was incepted earlier than WMKSX: WCMLX (5 years) vs WMKSX (31 years). WCMLX (1.86) is less costly to investors than WMKSX (1.23). WCMLX (48.00) and WMKSX (48.00) have comparable annual turnover. WMKSX has a lower initial minimum investment than WCMLX: WMKSX (1000) vs WCMLX (100000). WMKSX annual gain was more profitable for investors over the last year : 0.15 vs. WCMLX (-12.84). WMKSX return over 5 years is better than : 27.60 vs. WCMLX (22.89).
| WCMLX | WMKSX | WCMLX / WMKSX | |
| Total Expense Ratio | 0.99 | 1.23 | 80% |
| Annual Report Gross Expense Ratio | 1.86 | 1.23 | 151% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | -16.096 | -11.933 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.5M | 122M | 32% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -12.84 | 0.15 | -8,708% |
| Returns for 3 years | -5.68 | -3.89 | 146% |
| Returns for 5 years | 22.89 | 27.60 | 83% |
| Returns for 10 years | N/A | -6.65 | - |
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