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CSMVX vs WCMLX
CSMVX vs WCMLX Comparison
Open Charts CSMVX vs WCMLX
Congress Small Cap Growth Retail
Price$43.22
Change+$0.79 (+1.86%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.92
Change+$0.19 (+1.38%)
VolumeN/A
CapitalizationN/A
CSMVX vs WCMLX Comparison Chart
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CSMVX vs. WCMLX commentary
Nov 23, 2024
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: 1.35B vs. WCMLX (41.9M). CSMVX (0.00) and WCMLX (0.00) have matching dividends . CSMVX was incepted earlier than WCMLX: CSMVX (25 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. CSMVX (32.00). 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 : 40.64 vs. WCMLX (24.29). CSMVX return over 5 years is better than : 60.13 vs. WCMLX (36.20).
| CSMVX | WCMLX | CSMVX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 27.832 | 12.895 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 41.9M | 3,215% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 40.64 | 24.29 | 167% |
| Returns for 3 years | -6.39 | -9.61 | 66% |
| Returns for 5 years | 60.13 | 36.20 | 166% |
| Returns for 10 years | 30.22 | N/A | - |