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WCMNX vs WMKSX
WCMNX vs WMKSX Comparison
Open Charts WCMNX vs WMKSX
WCM Small Cap Growth Investor
Price$12.56
Change+$0.12 (+0.96%)
VolumeN/A
Net Assets42.98M
WesMark Small Company Fund
Price$16.68
Change+$0.18 (+1.09%)
VolumeN/A
Net Assets146.63M
WCMNX vs WMKSX Comparison Chart in %
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WCMNX 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 WCMNX is a StrongBuy and WMKSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WMKSX has more cash in the bank: 147M vs. WCMNX (43M). WCMNX (0.00) and WMKSX (0.00) have matching dividends . WCMNX was incepted earlier than WMKSX: WCMNX (6 years) vs WMKSX (32 years). WCMNX (2.04) is less costly to investors than WMKSX (1.23). WCMNX is a more actively managed with annual turnover of: 83.00 vs. WMKSX (26.00). WCMNX (1000) and WMKSX (1000) have matching initial minimum investment requirements. WMKSX annual gain was more profitable for investors over the last year : 18.97 vs. WCMNX (2.70). WMKSX return over 5 years is better than : 28.46 vs. WCMNX (20.31).
| WCMNX | WMKSX | WCMNX / WMKSX | |
| Total Expense Ratio | 1.24 | 1.23 | 101% |
| Annual Report Gross Expense Ratio | 2.04 | 1.23 | 166% |
| Fund Existence | 6 years | 32 years | - |
| Gain YTD | -1.024 | 8.171 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | 2.70 | 18.97 | 14% |
| Returns for 3 years | 25.10 | 33.27 | 75% |
| Returns for 5 years | 20.31 | 28.46 | 71% |
| Returns for 10 years | N/A | 18.13 | - |
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