Interact to see
Advertisement
Advertisement
FESAX vs WCMFX
FESAX vs WCMFX Comparison
Open Charts FESAX vs WCMFX
First Eagle Small Cap Opportunity A
Price$11.83
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets1.83B
WCM SMID Quality Val Fd Institutional
Price$3.62
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.61M
FESAX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FESAX has more cash in the bank: 1.83B vs. WCMFX (1.61M). FESAX pays higher dividends than WCMFX: FESAX (1.19) vs WCMFX (0.00). FESAX was incepted earlier than WCMFX: FESAX (4 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than FESAX (1.28). FESAX is a more actively managed with annual turnover of: 45.67 vs. WCMFX (15.00). FESAX has a lower initial minimum investment than WCMFX: FESAX (2500) vs WCMFX (100000). FESAX annual gain was more profitable for investors over the last year : 13.99 vs. WCMFX (-70.39).
| FESAX | WCMFX | FESAX / WCMFX | |
| Total Expense Ratio | 1.26 | 0.90 | 140% |
| Annual Report Gross Expense Ratio | 1.28 | 1.45 | 88% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 14.651 | -69.866 | -21% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 1.61M | 113,205% |
| Annual Yield % from dividends | 1.19 | 0.00 | - |
| Returns for 1 year | 13.99 | -70.39 | -20% |
| Returns for 3 years | 43.37 | -63.72 | -68% |
| Returns for 5 years | N/A | -65.45 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement