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CSMVX vs WCMLX
CSMVX vs WCMLX Comparison
Open Charts CSMVX vs WCMLX
Congress Small Cap Growth Retail
Price$33.26
Change-$1.47 (-4.23%)
VolumeN/A
Net Assets1.2B
WCM Small Cap Growth Institutional
Price$10.31
Change-$0.50 (-4.63%)
VolumeN/A
Net Assets38.5M
CSMVX vs WCMLX Comparison Chart
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CSMVX vs. WCMLX commentary
Apr 05, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSMVX has more cash in the bank: 1.2B vs. WCMLX (38.5M). CSMVX (0.00) and WCMLX (0.00) have matching dividends . CSMVX was incepted earlier than WCMLX: CSMVX (25 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than CSMVX (1.31). WCMLX is a more actively managed with annual turnover of: 48.00 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 : 7.69 vs. WCMLX (-9.95). CSMVX return over 5 years is better than : 91.25 vs. WCMLX (62.99).
| CSMVX | WCMLX | CSMVX / WCMLX | |
| Total Expense Ratio | 1.25 | 0.99 | 126% |
| Annual Report Gross Expense Ratio | 1.31 | 1.86 | 70% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | -6.622 | -9.253 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 38.5M | 3,106% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.69 | -9.95 | -77% |
| Returns for 3 years | 10.14 | -6.42 | -158% |
| Returns for 5 years | 91.25 | 62.99 | 145% |
| Returns for 10 years | 21.41 | N/A | - |
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