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EGWRX vs WCMLX
EGWRX vs WCMLX Comparison
Open Charts EGWRX vs WCMLX
Allspring Discovery Small Cap Gr R6
Price$15.47
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets65.68M
WCM Small Cap Growth Institutional
Price$10.81
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets38.8M
EGWRX vs WCMLX Comparison Chart
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EGWRX vs. WCMLX commentary
Apr 19, 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 EGWRX is a StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
EGWRX has more cash in the bank: 65.7M vs. WCMLX (38.8M). EGWRX (0.00) and WCMLX (0.00) have matching dividends . EGWRX was incepted earlier than WCMLX: EGWRX (5 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than EGWRX (1.11). EGWRX (48.00) and WCMLX (48.00) have comparable annual turnover. EGWRX has a lower initial minimum investment than WCMLX: EGWRX (0) vs WCMLX (100000). EGWRX annual gain was more profitable for investors over the last year : -0.58 vs. WCMLX (-12.36).
| EGWRX | WCMLX | EGWRX / WCMLX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 1.11 | 1.86 | 60% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | -12.980 | -16.719 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.7M | 38.8M | 169% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.58 | -12.36 | 5% |
| Returns for 3 years | -11.84 | -8.07 | 147% |
| Returns for 5 years | N/A | 23.25 | - |
| Returns for 10 years | N/A | N/A | - |
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