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WCMNX vs WGMVX
WCMNX vs WGMVX Comparison
Open Charts WCMNX vs WGMVX
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
Wasatch Micro Cap Value Institutional
Price$4.41
Change-$0.13 (-2.86%)
VolumeN/A
Net Assets356.74M
WCMNX vs WGMVX Comparison Chart in %
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WCMNX vs. WGMVX 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 WCMNX is a Hold and WGMVX is a Hold.
FUNDAMENTALS
Fundamentals
WGMVX has more cash in the bank: 357M vs. WCMNX (47.1M). 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 (69.00). WCMNX has a lower initial minimum investment than WGMVX: WCMNX (1000) vs WGMVX (100000). WCMNX annual gain was more profitable for investors over the last year : 8.34 vs. WGMVX (5.00). WGMVX (-6.17) and WCMNX (-6.49) have equivalent 5 years return.
| 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 | 6.421 | 6.265 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.1M | 357M | 13% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.34 | 5.00 | 167% |
| Returns for 3 years | 18.68 | 31.64 | 59% |
| Returns for 5 years | -6.49 | -6.17 | 105% |
| Returns for 10 years | N/A | N/A | - |
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