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WCMNX vs WGMVX
WCMNX vs WGMVX Comparison
Open Charts WCMNX vs WGMVX
WCM Small Cap Growth Investor
Price$13.59
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets42.97M
Wasatch Micro Cap Value Institutional
Price$4.49
Change-$0.03 (-0.66%)
VolumeN/A
Net Assets344.05M
WCMNX vs WGMVX Comparison Chart in %
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WCMNX vs. WGMVX commentary
Oct 19, 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 WCMNX is a Hold and WGMVX is a Hold.
FUNDAMENTALS
Fundamentals
WGMVX has more cash in the bank: 344M vs. WCMNX (43M). WCMNX (0.00) and WGMVX (0.00) have matching dividends . WCMNX was incepted earlier than WGMVX: WCMNX (6 years) vs WGMVX (6 years). WCMNX (2.04) is less costly to investors than WGMVX (1.63). WCMNX is a more actively managed with annual turnover of: 83.00 vs. WGMVX (54.00). WCMNX has a lower initial minimum investment than WGMVX: WCMNX (1000) vs WGMVX (100000). WGMVX annual gain was more profitable for investors over the last year : 9.25 vs. WCMNX (1.42). WGMVX return over 5 years is better than : 15.72 vs. WCMNX (11.12).
| WCMNX | WGMVX | WCMNX / WGMVX | |
| Total Expense Ratio | 1.24 | 1.60 | 77% |
| Annual Report Gross Expense Ratio | 2.04 | 1.63 | 125% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 7.092 | 6.651 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43M | 344M | 13% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.42 | 9.25 | 15% |
| Returns for 3 years | 32.97 | 53.77 | 61% |
| Returns for 5 years | 11.12 | 15.72 | 71% |
| Returns for 10 years | N/A | N/A | - |
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