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CSMCX vs WCMNX
CSMCX vs WCMNX Comparison
Open Charts CSMCX vs WCMNX
Congress Small Cap Growth Institutional
Price$46.34
Change+$0.42 (+0.91%)
VolumeN/A
Net Assets1.38B
WCM Small Cap Growth Investor
Price$12.14
Change+$0.13 (+1.08%)
VolumeN/A
Net Assets42.98M
CSMCX vs WCMNX Comparison Chart
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CSMCX vs. WCMNX commentary
Jun 07, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSMCX has more cash in the bank: 1.38B vs. WCMNX (43M). CSMCX (0.00) and WCMNX (0.00) have matching dividends . CSMCX was incepted earlier than WCMNX: CSMCX (26 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than CSMCX (1.06). WCMNX is a more actively managed with annual turnover of: 83.00 vs. CSMCX (45.00). WCMNX has a lower initial minimum investment than CSMCX: WCMNX (1000) vs CSMCX (100000). CSMCX annual gain was more profitable for investors over the last year : 10.81 vs. WCMNX (-1.48). CSMCX return over 5 years is better than : 56.46 vs. WCMNX (12.35).
| CSMCX | WCMNX | CSMCX / WCMNX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.06 | 2.04 | 52% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | -0.282 | -5.359 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 43M | 3,214% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.81 | -1.48 | -732% |
| Returns for 3 years | 27.95 | 9.78 | 286% |
| Returns for 5 years | 56.46 | 12.35 | 457% |
| Returns for 10 years | 38.77 | N/A | - |
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