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CSMCX vs WCMLX
CSMCX vs WCMLX Comparison
Open Charts CSMCX vs WCMLX
Congress Small Cap Growth Institutional
Price$40.00
Change-$3.04 (-7.06%)
VolumeN/A
Net Assets1.29B
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
CSMCX vs WCMLX Comparison Chart
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CSMCX vs. WCMLX commentary
Apr 04, 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 CSMCX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSMCX has more cash in the bank: 1.29B vs. WCMLX (41.6M). CSMCX (0.00) and WCMLX (0.00) have matching dividends . CSMCX was incepted earlier than WCMLX: CSMCX (25 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than CSMCX (1.06). WCMLX is a more actively managed with annual turnover of: 48.00 vs. CSMCX (45.00). CSMCX (100000) and WCMLX (100000) have matching initial minimum investment requirements. CSMCX annual gain was more profitable for investors over the last year : 6.08 vs. WCMLX (-9.95). CSMCX return over 5 years is better than : 95.42 vs. WCMLX (62.99).
| CSMCX | WCMLX | CSMCX / WCMLX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.06 | 1.86 | 57% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | -8.295 | -9.253 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 41.6M | 3,091% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.08 | -9.95 | -61% |
| Returns for 3 years | 8.42 | -6.42 | -131% |
| Returns for 5 years | 95.42 | 62.99 | 151% |
| Returns for 10 years | 31.27 | N/A | - |
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