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CSMVX vs WCMNX
CSMVX vs WCMNX Comparison
Open Charts CSMVX vs WCMNX
Congress Small Cap Growth Retail
Price$33.26
Change-$1.47 (-4.23%)
VolumeN/A
Net Assets1.2B
WCM Small Cap Growth Investor
Price$10.17
Change-$0.49 (-4.60%)
VolumeN/A
Net Assets38.5M
CSMVX vs WCMNX Comparison Chart
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CSMVX vs. WCMNX commentary
Apr 05, 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSMVX has more cash in the bank: 1.2B vs. WCMNX (38.5M). 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 : 7.69 vs. WCMNX (-10.22). CSMVX return over 5 years is better than : 91.25 vs. WCMNX (60.98).
| 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 | -6.622 | -9.299 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 38.5M | 3,106% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.69 | -10.22 | -75% |
| Returns for 3 years | 10.14 | -7.10 | -143% |
| Returns for 5 years | 91.25 | 60.98 | 150% |
| Returns for 10 years | 21.41 | N/A | - |
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