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WCMLX vs WMKSX
WCMLX vs WMKSX Comparison
Open Charts WCMLX vs WMKSX
WCM Small Cap Growth Institutional
Price$12.74
Change+$0.12 (+0.95%)
VolumeN/A
Net Assets42.98M
WesMark Small Company Fund
Price$16.68
Change+$0.18 (+1.09%)
VolumeN/A
Net Assets146.63M
WCMLX vs WMKSX Comparison Chart in %
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WCMLX vs. WMKSX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WMKSX has more cash in the bank: 147M vs. WCMLX (43M). WCMLX (0.00) and WMKSX (0.00) have matching dividends . WCMLX was incepted earlier than WMKSX: WCMLX (6 years) vs WMKSX (32 years). WCMLX (1.79) is less costly to investors than WMKSX (1.23). WCMLX is a more actively managed with annual turnover of: 83.00 vs. WMKSX (26.00). 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 : 18.97 vs. WCMLX (2.91). WMKSX return over 5 years is better than : 28.46 vs. WCMLX (21.91).
| WCMLX | WMKSX | WCMLX / WMKSX | |
| Total Expense Ratio | 0.99 | 1.23 | 80% |
| Annual Report Gross Expense Ratio | 1.79 | 1.23 | 146% |
| Fund Existence | 6 years | 32 years | - |
| Gain YTD | -0.933 | 8.171 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43M | 147M | 29% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.91 | 18.97 | 15% |
| Returns for 3 years | 26.01 | 33.27 | 78% |
| Returns for 5 years | 21.91 | 28.46 | 77% |
| Returns for 10 years | N/A | 18.13 | - |
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