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WCMNX vs WGMVX
WCMNX vs WGMVX Comparison
Open Charts WCMNX vs WGMVX
WCM Small Cap Growth Investor
Price$13.49
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets43.06M
Wasatch Micro Cap Value Institutional
Price$4.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets342.16M
WCMNX vs WGMVX Comparison Chart in %
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WCMNX 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 WCMNX is a Buy and WGMVX is a Hold.
FUNDAMENTALS
Fundamentals
WGMVX has more cash in the bank: 342M vs. WCMNX (43.1M). 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 : 3.92 vs. WCMNX (-3.16). WGMVX return over 5 years is better than : 11.36 vs. WCMNX (3.45).
| 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 | 6.304 | 7.126 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| 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 | -3.16 | 3.92 | -81% |
| Returns for 3 years | 22.08 | 44.55 | 50% |
| Returns for 5 years | 3.45 | 11.36 | 30% |
| Returns for 10 years | N/A | N/A | - |
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