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FAMDX vs WCMLX
FAMDX vs WCMLX Comparison
Open Charts FAMDX vs WCMLX
FAM Small Cap Institutional
Price$24.24
Change+$0.10 (+0.41%)
VolumeN/A
Net Assets373.95M
WCM Small Cap Growth Institutional
Price$13.79
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets43.09M
FAMDX vs WCMLX Comparison Chart in %
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FAMDX vs. WCMLX commentary
Oct 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 FAMDX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
FAMDX has more cash in the bank: 374M vs. WCMLX (43.1M). FAMDX (0.00) and WCMLX (0.00) have matching dividends . FAMDX was incepted earlier than WCMLX: FAMDX (10 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than FAMDX (1.14). WCMLX is a more actively managed with annual turnover of: 83.00 vs. FAMDX (11.00). WCMLX has a lower initial minimum investment than FAMDX: WCMLX (100000) vs FAMDX (500000). WCMLX annual gain was more profitable for investors over the last year : 1.70 vs. FAMDX (-14.29). FAMDX return over 5 years is better than : 35.65 vs. WCMLX (12.48).
| FAMDX | WCMLX | FAMDX / WCMLX | |
| Total Expense Ratio | 1.14 | 0.99 | 115% |
| Annual Report Gross Expense Ratio | 1.14 | 1.79 | 64% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -9.653 | 7.232 | -133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 43.1M | 868% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -14.29 | 1.70 | -842% |
| Returns for 3 years | 9.88 | 33.88 | 29% |
| Returns for 5 years | 35.65 | 12.48 | 286% |
| Returns for 10 years | N/A | N/A | - |
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