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CSMVX vs WCMLX
CSMVX vs WCMLX Comparison
Open Charts CSMVX vs WCMLX
Congress Small Cap Growth Retail
Price$41.73
Change+$0.46 (+1.11%)
VolumeN/A
Net Assets1.43B
WCM Small Cap Growth Institutional
Price$12.89
Change+$0.18 (+1.42%)
VolumeN/A
Net Assets42.87M
CSMVX vs WCMLX Comparison Chart in %
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CSMVX vs. WCMLX commentary
Jul 10, 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 CSMVX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSMVX has more cash in the bank: 1.43B vs. WCMLX (42.9M). CSMVX (0.00) and WCMLX (0.00) have matching dividends . CSMVX was incepted earlier than WCMLX: CSMVX (25 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than CSMVX (1.31). WCMLX is a more actively managed with annual turnover of: 83.00 vs. CSMVX (45.00). CSMVX has a lower initial minimum investment than WCMLX: CSMVX (2000) vs WCMLX (100000). CSMVX annual gain was more profitable for investors over the last year : 13.50 vs. WCMLX (3.08). CSMVX return over 5 years is better than : 55.27 vs. WCMLX (22.57).
| CSMVX | WCMLX | CSMVX / WCMLX | |
| Total Expense Ratio | 1.25 | 0.99 | 126% |
| Annual Report Gross Expense Ratio | 1.31 | 1.79 | 73% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 3.123 | -1.166 | -268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 42.9M | 3,343% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.50 | 3.08 | 438% |
| Returns for 3 years | 41.68 | 20.02 | 208% |
| Returns for 5 years | 55.27 | 22.57 | 245% |
| Returns for 10 years | 30.15 | N/A | - |
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