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WCMFX vs WCMJX
WCMFX vs WCMJX Comparison
Open Charts WCMFX vs WCMJX
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.71M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
WCMFX vs WCMJX Comparison Chart in %
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WCMFX vs. WCMJX commentary
Oct 18, 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 Buy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
WCMJX (21.8M) and WCMFX (21.7M) 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 (-20.62) and WCMJX (-21.05) have marching annual gain over last year. WCMFX return over 5 years is better than : 23.45 vs. WCMJX (21.44).
| 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 | -5.509 | -5.772 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7M | 21.8M | 100% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -20.62 | -21.05 | 98% |
| Returns for 3 years | 16.46 | 15.26 | 108% |
| Returns for 5 years | 23.45 | 21.44 | 109% |
| Returns for 10 years | N/A | N/A | - |
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