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FAMDX vs WCMNX
FAMDX vs WCMNX Comparison
Open Charts FAMDX vs WCMNX
FAM Small Cap Institutional
Price$24.24
Change+$0.10 (+0.41%)
VolumeN/A
Net Assets373.95M
WCM Small Cap Growth Investor
Price$13.59
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets43.09M
FAMDX vs WCMNX Comparison Chart in %
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FAMDX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
FAMDX has more cash in the bank: 374M vs. WCMNX (43.1M). 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 : 1.42 vs. FAMDX (-14.29). FAMDX return over 5 years is better than : 35.65 vs. WCMNX (11.12).
| 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 | -9.653 | 7.092 | -136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| 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 | 1.42 | -1,008% |
| Returns for 3 years | 9.88 | 32.97 | 30% |
| Returns for 5 years | 35.65 | 11.12 | 321% |
| Returns for 10 years | N/A | N/A | - |
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