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WAMVX vs WCMLX
WAMVX vs WCMLX Comparison
Open Charts WAMVX vs WCMLX
Wasatch Micro Cap Value
Price$4.37
Change-$0.13 (-2.89%)
VolumeN/A
Net Assets357.79M
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
WAMVX vs WCMLX Comparison Chart in %
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WAMVX vs. WCMLX commentary
Feb 05, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is WAMVX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
WAMVX has more cash in the bank: 358M vs. WCMLX (47.1M). WAMVX (0.00) and WCMLX (0.00) have matching dividends . WAMVX was incepted earlier than WCMLX: WAMVX (23 years) vs WCMLX (6 years). WCMLX (1.79) and WAMVX (1.71) have similar cost to investors . WCMLX is a more actively managed with annual turnover of: 83.00 vs. WAMVX (69.00). WAMVX has a lower initial minimum investment than WCMLX: WAMVX (2000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 8.52 vs. WAMVX (4.80). WCMLX return over 5 years is better than : -5.30 vs. WAMVX (-6.62).
| WAMVX | WCMLX | WAMVX / WCMLX | |
| Total Expense Ratio | 1.71 | 0.99 | 173% |
| Annual Report Gross Expense Ratio | 1.71 | 1.79 | 96% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 6.326 | 6.395 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 47.1M | 760% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.80 | 8.52 | 56% |
| Returns for 3 years | 31.23 | 19.51 | 160% |
| Returns for 5 years | -6.62 | -5.30 | 125% |
| Returns for 10 years | 83.14 | N/A | - |
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