Interact to see
Advertisement
Advertisement
WCMNX vs WGMVX
WCMNX vs WGMVX Comparison
Open Charts WCMNX vs WGMVX
WCM Small Cap Growth Investor
Price$13.58
Change-$0.06 (-0.44%)
VolumeN/A
Net Assets45.17M
Wasatch Micro Cap Value Institutional
Price$4.57
Change-$0.01 (-0.22%)
VolumeN/A
Net Assets351.65M
WCMNX vs WGMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
WCMNX vs. WGMVX commentary
Sep 18, 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 WCMNX is a Hold and WGMVX is a Hold.
FUNDAMENTALS
Fundamentals
WGMVX has more cash in the bank: 352M vs. WCMNX (45.2M). WCMNX (0.00) and WGMVX (0.00) have matching dividends . WCMNX was incepted earlier than WGMVX: WCMNX (6 years) vs WGMVX (6 years). WCMNX (2.04) is less costly to investors than WGMVX (1.63). WCMNX is a more actively managed with annual turnover of: 83.00 vs. WGMVX (54.00). WCMNX has a lower initial minimum investment than WGMVX: WCMNX (1000) vs WGMVX (100000). WGMVX annual gain was more profitable for investors over the last year : 15.95 vs. WCMNX (5.65). WGMVX return over 5 years is better than : 25.82 vs. WCMNX (21.79).
| WCMNX | WGMVX | WCMNX / WGMVX | |
| Total Expense Ratio | 1.24 | 1.60 | 77% |
| Annual Report Gross Expense Ratio | 2.04 | 1.63 | 125% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 7.486 | 8.789 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.2M | 352M | 13% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.65 | 15.95 | 35% |
| Returns for 3 years | 28.68 | 52.16 | 55% |
| Returns for 5 years | 21.79 | 25.82 | 84% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement