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QRSIX vs WCMJX
QRSIX vs WCMJX Comparison
Open Charts QRSIX vs WCMJX
FPA Queens Road Small Cap Value Instl
Price$43.95
Change+$0.13 (+0.30%)
VolumeN/A
Net Assets1.1B
WCM SMID Quality Val Fd Investor
Price$3.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.53B
QRSIX vs WCMJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 22.5B vs. QRSIX (1.1B). QRSIX pays higher dividends than WCMJX: QRSIX (1.06) 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 : 13.91 vs. WCMJX (-70.33). QRSIX return over 5 years is better than : 41.10 vs. WCMJX (-67.79).
| 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 | 3.544 | 5.988 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 22.5B | 5% |
| Annual Yield % from dividends | 1.06 | 0.00 | - |
| Returns for 1 year | 13.91 | -70.33 | -20% |
| Returns for 3 years | 30.04 | -66.76 | -45% |
| Returns for 5 years | 41.10 | -67.79 | -61% |
| Returns for 10 years | N/A | N/A | - |
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