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WCMNX vs WMKSX
WCMNX vs WMKSX Comparison
Open Charts WCMNX vs WMKSX
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
WesMark Small Company Fund
Price$13.67
Change-$1.00 (-6.82%)
VolumeN/A
Net Assets132.13M
WCMNX vs WMKSX Comparison Chart
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WCMNX vs. WMKSX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
WMKSX has more cash in the bank: 132M vs. WCMNX (41.6M). WCMNX (0.00) and WMKSX (0.00) have matching dividends . WCMNX was incepted earlier than WMKSX: WCMNX (5 years) vs WMKSX (31 years). WCMNX (2.11) is less costly to investors than WMKSX (1.23). WCMNX (48.00) and WMKSX (48.00) have comparable annual turnover. WCMNX (1000) and WMKSX (1000) have matching initial minimum investment requirements. WMKSX annual gain was more profitable for investors over the last year : 5.92 vs. WCMNX (-10.22). WCMNX (60.98) and WMKSX (58.30) have equivalent 5 years return.
| WCMNX | WMKSX | WCMNX / WMKSX | |
| Total Expense Ratio | 1.24 | 1.23 | 101% |
| Annual Report Gross Expense Ratio | 2.11 | 1.23 | 172% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | -9.299 | -4.864 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.6M | 132M | 32% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.22 | 5.92 | -173% |
| Returns for 3 years | -7.10 | -2.12 | 336% |
| Returns for 5 years | 60.98 | 58.30 | 105% |
| Returns for 10 years | N/A | 1.26 | - |
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