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WCMLX vs WGMVX
WCMLX vs WGMVX Comparison
Open Charts WCMLX vs WGMVX
WCM Small Cap Growth Institutional
Price$13.69
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets43.06M
Wasatch Micro Cap Value Institutional
Price$4.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets342.16M
WCMLX vs WGMVX Comparison Chart in %
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WCMLX vs. WGMVX commentary
Nov 14, 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 WCMLX is a Buy and WGMVX is a Hold.
FUNDAMENTALS
Fundamentals
WGMVX has more cash in the bank: 342M vs. WCMLX (43.1M). WCMLX (0.00) and WGMVX (0.00) have matching dividends . WCMLX was incepted earlier than WGMVX: WCMLX (6 years) vs WGMVX (6 years). WCMLX (1.79) is less costly to investors than WGMVX (1.63). WCMLX is a more actively managed with annual turnover of: 83.00 vs. WGMVX (54.00). WCMLX (100000) and WGMVX (100000) have matching initial minimum investment requirements. WGMVX annual gain was more profitable for investors over the last year : 3.92 vs. WCMLX (-2.98). WGMVX return over 5 years is better than : 11.36 vs. WCMLX (4.74).
| WCMLX | WGMVX | WCMLX / WGMVX | |
| Total Expense Ratio | 0.99 | 1.60 | 62% |
| Annual Report Gross Expense Ratio | 1.79 | 1.63 | 110% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 6.454 | 7.126 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.1M | 342M | 13% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.98 | 3.92 | -76% |
| Returns for 3 years | 22.89 | 44.55 | 51% |
| Returns for 5 years | 4.74 | 11.36 | 42% |
| Returns for 10 years | N/A | N/A | - |
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