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CSMVX vs WCMLX
CSMVX vs WCMLX Comparison
Open Charts CSMVX vs WCMLX
Congress Small Cap Growth Retail
Price$36.16
Change+$0.89 (+2.52%)
VolumeN/A
Net Assets1.21B
WCM Small Cap Growth Institutional
Price$11.28
Change+$0.27 (+2.45%)
VolumeN/A
Net Assets39.35M
CSMVX vs WCMLX Comparison Chart
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CSMVX vs. WCMLX commentary
Apr 25, 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: 1.21B vs. WCMLX (39.3M). 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 : 3.61 vs. WCMLX (-10.85). CSMVX return over 5 years is better than : 59.88 vs. WCMLX (25.40).
| 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 | -11.869 | -14.386 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 39.3M | 3,079% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.61 | -10.85 | -33% |
| Returns for 3 years | 9.88 | -5.33 | -185% |
| Returns for 5 years | 59.88 | 25.40 | 236% |
| Returns for 10 years | 15.15 | N/A | - |
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