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WCMFX vs WCMJX
WCMFX vs WCMJX Comparison
Open Charts WCMFX vs WCMJX
WCM SMID Quality Val Fd Institutional
Price$3.62
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.62M
WCM SMID Quality Val Fd Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
WCMFX vs WCMJX Comparison Chart in %
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WCMFX vs. WCMJX commentary
Dec 28, 2025
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 WCMFX is a StrongBuy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX (1.62M) and WCMJX (1.61M) have equal amount of cash in the bank . WCMFX (0.00) and WCMJX (0.00) have matching dividends . WCMFX was incepted earlier than WCMJX: WCMFX (6 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than WCMFX (1.45). WCMFX (15.00) and WCMJX (15.00) have comparable annual turnover. WCMJX has a lower initial minimum investment than WCMFX: WCMJX (1000) vs WCMFX (100000). WCMFX (-70.35) and WCMJX (-71.61) have marching annual gain over last year. WCMFX (-65.36) and WCMJX (-67.27) have equivalent 5 years return.
| WCMFX | WCMJX | WCMFX / WCMJX | |
| Total Expense Ratio | 0.90 | 1.15 | 78% |
| Annual Report Gross Expense Ratio | 1.45 | 1.70 | 85% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -69.783 | -71.053 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62M | 1.61M | 100% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -70.35 | -71.61 | 98% |
| Returns for 3 years | -63.51 | -65.27 | 97% |
| Returns for 5 years | -65.36 | -67.27 | 97% |
| Returns for 10 years | N/A | N/A | - |
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