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EGWRX vs WCMNX
EGWRX vs WCMNX Comparison
Open Charts EGWRX vs WCMNX
Allspring Discovery Small Cap Gr R6
Price$16.57
Change-$0.10 (-0.60%)
VolumeN/A
Net Assets70.19M
WCM Small Cap Growth Investor
Price$11.58
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets41.98M
EGWRX vs WCMNX Comparison Chart
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EGWRX vs. WCMNX commentary
May 11, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
EGWRX has more cash in the bank: 70.2M vs. WCMNX (42M). EGWRX (0.00) and WCMNX (0.00) have matching dividends . EGWRX was incepted earlier than WCMNX: EGWRX (5 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than EGWRX (1.11). WCMNX is a more actively managed with annual turnover of: 83.00 vs. EGWRX (48.00). EGWRX has a lower initial minimum investment than WCMNX: EGWRX (0) vs WCMNX (1000). EGWRX annual gain was more profitable for investors over the last year : 1.97 vs. WCMNX (-7.21).
| EGWRX | WCMNX | EGWRX / WCMNX | |
| Total Expense Ratio | 0.80 | 1.24 | 65% |
| Annual Report Gross Expense Ratio | 1.11 | 2.11 | 53% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | -6.490 | -8.747 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.2M | 42M | 167% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.97 | -7.21 | -27% |
| Returns for 3 years | 18.27 | 14.20 | 129% |
| Returns for 5 years | N/A | 20.50 | - |
| Returns for 10 years | N/A | N/A | - |
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