Interact to see
Advertisement
Advertisement
QRSIX vs WCMJX
QRSIX vs WCMJX Comparison
Open Charts QRSIX vs WCMJX
FPA Queens Road Small Cap Value Instl
Price$43.60
Change-$0.49 (-1.11%)
VolumeN/A
Net Assets1.05B
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
QRSIX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
QRSIX has more cash in the bank: 1.05B vs. WCMJX (7.41M). QRSIX pays higher dividends than WCMJX: QRSIX (0.84) vs WCMJX (0.00). QRSIX was incepted earlier than WCMJX: QRSIX (5 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than QRSIX (0.80). QRSIX (15.00) and WCMJX (15.00) have comparable annual turnover. WCMJX has a lower initial minimum investment than QRSIX: WCMJX (1000) vs QRSIX (100000). QRSIX annual gain was more profitable for investors over the last year : 3.54 vs. WCMJX (-25.22).
| QRSIX | WCMJX | QRSIX / WCMJX | |
| Total Expense Ratio | 0.80 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.80 | 1.70 | 47% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 11.910 | -8.149 | -146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 7.41M | 14,166% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | 3.54 | -25.22 | -14% |
| Returns for 3 years | 33.63 | 4.14 | 813% |
| Returns for 5 years | N/A | 13.30 | - |
| Returns for 10 years | N/A | N/A | - |