Interact to see
Advertisement
Advertisement
FESAX vs WCMJX
FESAX vs WCMJX Comparison
Open Charts FESAX vs WCMJX
First Eagle Small Cap Opportunity A
Price$11.27
Change-$0.10 (-0.88%)
VolumeN/A
Net Assets1.73B
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
FESAX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FESAX has more cash in the bank: 1.73B vs. WCMJX (21.8M). FESAX pays higher dividends than WCMJX: FESAX (1.19) vs WCMJX (0.00). FESAX was incepted earlier than WCMJX: FESAX (4 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than FESAX (1.28). FESAX is a more actively managed with annual turnover of: 45.67 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than FESAX: WCMJX (1000) vs FESAX (2500). FESAX annual gain was more profitable for investors over the last year : 5.72 vs. WCMJX (-21.05).
| FESAX | WCMJX | FESAX / WCMJX | |
| Total Expense Ratio | 1.26 | 1.15 | 110% |
| Annual Report Gross Expense Ratio | 1.28 | 1.70 | 75% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 9.205 | -5.772 | -159% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 21.8M | 7,913% |
| Annual Yield % from dividends | 1.19 | 0.00 | - |
| Returns for 1 year | 5.72 | -21.05 | -27% |
| Returns for 3 years | 43.75 | 15.26 | 287% |
| Returns for 5 years | N/A | 21.44 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement