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WAMVX vs WCMNX
WAMVX vs WCMNX Comparison
Open Charts WAMVX vs WCMNX
Wasatch Micro Cap Value
Price$4.37
Change-$0.13 (-2.89%)
VolumeN/A
Net Assets357.79M
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
WAMVX vs WCMNX Comparison Chart in %
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WAMVX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
WAMVX has more cash in the bank: 358M vs. WCMNX (47.1M). WAMVX (0.00) and WCMNX (0.00) have matching dividends . WAMVX was incepted earlier than WCMNX: WAMVX (23 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than WAMVX (1.71). WCMNX is a more actively managed with annual turnover of: 83.00 vs. WAMVX (69.00). WCMNX has a lower initial minimum investment than WAMVX: WCMNX (1000) vs WAMVX (2000). WCMNX annual gain was more profitable for investors over the last year : 8.34 vs. WAMVX (4.80). WCMNX (-6.49) and WAMVX (-6.62) have equivalent 5 years return.
| WAMVX | WCMNX | WAMVX / WCMNX | |
| Total Expense Ratio | 1.71 | 1.24 | 138% |
| Annual Report Gross Expense Ratio | 1.71 | 2.04 | 84% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 6.326 | 6.421 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | 8.34 | 58% |
| Returns for 3 years | 31.23 | 18.68 | 167% |
| Returns for 5 years | -6.62 | -6.49 | 102% |
| Returns for 10 years | 83.14 | N/A | - |
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