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CSMVX vs WCMNX
CSMVX vs WCMNX Comparison
Open Charts CSMVX vs WCMNX
Congress Small Cap Growth Retail
Price$36.16
Change+$0.89 (+2.52%)
VolumeN/A
Net Assets1.21B
WCM Small Cap Growth Investor
Price$11.12
Change+$0.26 (+2.39%)
VolumeN/A
Net Assets39.35M
CSMVX vs WCMNX Comparison Chart
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CSMVX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSMVX has more cash in the bank: 1.21B vs. WCMNX (39.3M). CSMVX (0.00) and WCMNX (0.00) have matching dividends . CSMVX was incepted earlier than WCMNX: CSMVX (25 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than CSMVX (1.31). WCMNX is a more actively managed with annual turnover of: 48.00 vs. CSMVX (45.00). WCMNX has a lower initial minimum investment than CSMVX: WCMNX (1000) vs CSMVX (2000). CSMVX annual gain was more profitable for investors over the last year : 3.61 vs. WCMNX (-11.06). CSMVX return over 5 years is better than : 59.88 vs. WCMNX (23.83).
| CSMVX | WCMNX | CSMVX / WCMNX | |
| Total Expense Ratio | 1.25 | 1.24 | 101% |
| Annual Report Gross Expense Ratio | 1.31 | 2.11 | 62% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | -11.869 | -14.421 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -11.06 | -33% |
| Returns for 3 years | 9.88 | -6.06 | -163% |
| Returns for 5 years | 59.88 | 23.83 | 251% |
| Returns for 10 years | 15.15 | N/A | - |
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