CSMVX
Price
$42.38
Change
-$0.30 (-0.70%)
Updated
Jan 22 closing price
Net Assets
1.4B
WCMLX
Price
$13.79
Change
+$0.05 (+0.36%)
Updated
Jan 22 closing price
Net Assets
42.84M
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CSMVX vs WCMLX

Header iconCSMVX vs WCMLX Comparison
Open Charts CSMVX vs WCMLXBanner chart's image
Congress Small Cap Growth Retail
Price$42.38
Change-$0.30 (-0.70%)
VolumeN/A
Net Assets1.4B
WCM Small Cap Growth Institutional
Price$13.79
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets42.84M
CSMVX vs WCMLX Comparison Chart
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CSMVX vs. WCMLX commentary
Jan 24, 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.

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FUNDAMENTALS
Fundamentals
CSMVX has more cash in the bank: 1.4B 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 (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 : 28.50 vs. WCMLX (11.39). CSMVX return over 5 years is better than : 58.73 vs. WCMLX (28.64).
CSMVXWCMLXCSMVX / WCMLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence25 years5 years-
Gain YTD5.8977.23282%
Front LoadN/AN/A-
Min. Initial Investment20001000002%
Min. Initial Investment IRAN/AN/A-
Net Assets1.4B42.8M3,278%
Annual Yield % from dividends0.000.00-
Returns for 1 year28.5011.39250%
Returns for 3 years28.4615.01190%
Returns for 5 years58.7328.64205%
Returns for 10 years53.50N/A-
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