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CSMVX vs WCMLX
CSMVX vs WCMLX Comparison
Open Charts CSMVX vs WCMLX
Congress Small Cap Growth Retail
Price$39.86
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets1.38B
WCM Small Cap Growth Institutional
Price$12.18
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets42.84M
CSMVX vs WCMLX Comparison Chart
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CSMVX vs. WCMLX 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 CSMVX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSMVX has more cash in the bank: 1.38B vs. WCMLX (42.8M). 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 : 9.50 vs. WCMLX (-1.30). CSMVX return over 5 years is better than : 49.94 vs. WCMLX (13.74).
| 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 | -0.600 | -5.365 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 42.8M | 3,229% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.50 | -1.30 | -732% |
| Returns for 3 years | 28.90 | 12.58 | 230% |
| Returns for 5 years | 49.94 | 13.74 | 364% |
| Returns for 10 years | 26.05 | N/A | - |
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