Interact to see
Advertisement
Advertisement
WCMLX vs WMKSX
WCMLX vs WMKSX Comparison
Open Charts WCMLX vs WMKSX
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
WesMark Small Company Fund
Price$15.60
Change-$2.25 (-12.61%)
VolumeN/A
Net Assets157.81M
WCMLX vs WMKSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
WCMLX vs. WMKSX 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 WCMLX is a Hold and WMKSX is a Hold.
FUNDAMENTALS
Fundamentals
WMKSX has more cash in the bank: 158M vs. WCMLX (47.1M). WCMLX (0.00) and WMKSX (0.00) have matching dividends . WCMLX was incepted earlier than WMKSX: WCMLX (6 years) vs WMKSX (32 years). WCMLX (1.79) is less costly to investors than WMKSX (1.23). WCMLX is a more actively managed with annual turnover of: 83.00 vs. WMKSX (26.00). WMKSX has a lower initial minimum investment than WCMLX: WMKSX (1000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 8.52 vs. WMKSX (-1.76). WCMLX return over 5 years is better than : -5.30 vs. WMKSX (-10.70).
| WCMLX | WMKSX | WCMLX / WMKSX | |
| Total Expense Ratio | 0.99 | 1.23 | 80% |
| Annual Report Gross Expense Ratio | 1.79 | 1.23 | 146% |
| Fund Existence | 6 years | 32 years | - |
| Gain YTD | 6.395 | 6.849 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.1M | 158M | 30% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.52 | -1.76 | -483% |
| Returns for 3 years | 19.51 | 19.96 | 98% |
| Returns for 5 years | -5.30 | -10.70 | 50% |
| Returns for 10 years | N/A | 43.51 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement