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SNWRX vs WCMJX
SNWRX vs WCMJX Comparison
Open Charts SNWRX vs WCMJX
Easterly Snow Small Cap Value R6
Price$69.76
Change-$1.39 (-1.95%)
VolumeN/A
Net Assets32.79M
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
SNWRX vs WCMJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SNWRX has more cash in the bank: 32.8M vs. WCMJX (7.41M). SNWRX pays higher dividends than WCMJX: SNWRX (0.83) vs WCMJX (0.00). SNWRX was incepted earlier than WCMJX: SNWRX (4 years) vs WCMJX (6 years). SNWRX (1.79) is less costly to investors than WCMJX (1.70). SNWRX is a more actively managed with annual turnover of: 38.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than SNWRX: WCMJX (1000) vs SNWRX (5000000). SNWRX annual gain was more profitable for investors over the last year : 7.62 vs. WCMJX (-25.22).
| SNWRX | WCMJX | SNWRX / WCMJX | |
| Total Expense Ratio | 0.85 | 1.15 | 74% |
| Annual Report Gross Expense Ratio | 1.79 | 1.70 | 105% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 15.823 | -8.149 | -194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.8M | 7.41M | 443% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 7.62 | -25.22 | -30% |
| Returns for 3 years | 50.62 | 4.14 | 1,223% |
| Returns for 5 years | N/A | 13.30 | - |
| Returns for 10 years | N/A | N/A | - |
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