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FAMDX vs WCMNX
FAMDX vs WCMNX Comparison
Open Charts FAMDX vs WCMNX
FAM Small Cap Institutional
Price$22.88
Change+$0.50 (+2.23%)
VolumeN/A
Net Assets340.54M
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
FAMDX vs WCMNX Comparison Chart in %
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FAMDX vs. WCMNX commentary
Feb 05, 2026
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 Buy and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
FAMDX has more cash in the bank: 341M vs. WCMNX (47.1M). FAMDX (0.00) and WCMNX (0.00) have matching dividends . FAMDX was incepted earlier than WCMNX: FAMDX (10 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than FAMDX (1.14). WCMNX is a more actively managed with annual turnover of: 83.00 vs. FAMDX (11.00). WCMNX has a lower initial minimum investment than FAMDX: WCMNX (1000) vs FAMDX (500000). WCMNX annual gain was more profitable for investors over the last year : 8.34 vs. FAMDX (-19.15). FAMDX return over 5 years is better than : -1.50 vs. WCMNX (-6.49).
| FAMDX | WCMNX | FAMDX / WCMNX | |
| Total Expense Ratio | 1.14 | 1.24 | 92% |
| Annual Report Gross Expense Ratio | 1.14 | 2.04 | 56% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -2.611 | 6.421 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 47.1M | 724% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -19.15 | 8.34 | -230% |
| Returns for 3 years | -8.28 | 18.68 | -44% |
| Returns for 5 years | -1.50 | -6.49 | 23% |
| Returns for 10 years | 60.79 | N/A | - |
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