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CSMVX vs WCMNX
CSMVX vs WCMNX Comparison
Open Charts CSMVX vs WCMNX
Congress Small Cap Growth Retail
Price$41.73
Change+$0.46 (+1.11%)
VolumeN/A
Net Assets1.43B
WCM Small Cap Growth Investor
Price$12.70
Change+$0.17 (+1.36%)
VolumeN/A
Net Assets42.87M
CSMVX vs WCMNX Comparison Chart in %
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CSMVX vs. WCMNX commentary
Jul 10, 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: 1.43B vs. WCMNX (42.9M). CSMVX (0.00) and WCMNX (0.00) have matching dividends . CSMVX was incepted earlier than WCMNX: CSMVX (25 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than CSMVX (1.31). WCMNX is a more actively managed with annual turnover of: 83.00 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 : 13.50 vs. WCMNX (2.87). CSMVX return over 5 years is better than : 55.27 vs. WCMNX (20.95).
| CSMVX | WCMNX | CSMVX / WCMNX | |
| Total Expense Ratio | 1.25 | 1.24 | 101% |
| Annual Report Gross Expense Ratio | 1.31 | 2.04 | 64% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 3.123 | -1.261 | -248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 42.9M | 3,343% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.50 | 2.87 | 470% |
| Returns for 3 years | 41.68 | 19.22 | 217% |
| Returns for 5 years | 55.27 | 20.95 | 264% |
| Returns for 10 years | 30.15 | N/A | - |
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