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QRSIX vs WCMFX
QRSIX vs WCMFX Comparison
Open Charts QRSIX vs WCMFX
FPA Queens Road Small Cap Value Instl
Price$43.17
Change+$0.12 (+0.28%)
VolumeN/A
Net Assets1.08B
WCM SMID Quality Val Fd Institutional
Price$3.61
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.61M
QRSIX vs WCMFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
QRSIX has more cash in the bank: 1.08B vs. WCMFX (1.61M). QRSIX pays higher dividends than WCMFX: QRSIX (0.82) vs WCMFX (0.00). QRSIX was incepted earlier than WCMFX: QRSIX (5 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than QRSIX (0.80). QRSIX (15.00) and WCMFX (15.00) have comparable annual turnover. QRSIX (100000) and WCMFX (100000) have matching initial minimum investment requirements. QRSIX annual gain was more profitable for investors over the last year : 9.74 vs. WCMFX (-70.39). QRSIX return over 5 years is better than : 46.72 vs. WCMFX (-65.45).
| QRSIX | WCMFX | QRSIX / WCMFX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.80 | 1.45 | 55% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 10.806 | -69.866 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 1.61M | 66,708% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | 9.74 | -70.39 | -14% |
| Returns for 3 years | 35.62 | -63.72 | -56% |
| Returns for 5 years | 46.72 | -65.45 | -71% |
| Returns for 10 years | N/A | N/A | - |
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