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CSMVX vs WCMNX
CSMVX vs WCMNX Comparison
Open Charts CSMVX vs WCMNX
Congress Small Cap Growth Retail
Price$41.97
Change-$0.61 (-1.43%)
VolumeN/A
Net Assets1.49B
WCM Small Cap Growth Investor
Price$12.74
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets43.74M
CSMVX vs WCMNX Comparison Chart in %
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CSMVX vs. WCMNX commentary
Aug 08, 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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSMVX has more cash in the bank: 1.49B vs. WCMNX (43.7M). 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 : 16.69 vs. WCMNX (7.23). CSMVX return over 5 years is better than : 45.27 vs. WCMNX (13.83).
| 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 | 6.397 | 0.552 | 1,160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 43.7M | 3,407% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 16.69 | 7.23 | 231% |
| Returns for 3 years | 35.95 | 10.48 | 343% |
| Returns for 5 years | 45.27 | 13.83 | 327% |
| Returns for 10 years | 34.53 | N/A | - |
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