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EGWRX vs WCMNX
EGWRX vs WCMNX Comparison
Open Charts EGWRX vs WCMNX
Allspring Discovery Small Cap Gr R6
Price$15.47
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets65.68M
WCM Small Cap Growth Investor
Price$10.67
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets38.8M
EGWRX vs WCMNX Comparison Chart
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EGWRX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
EGWRX has more cash in the bank: 65.7M vs. WCMNX (38.8M). EGWRX (0.00) and WCMNX (0.00) have matching dividends . EGWRX was incepted earlier than WCMNX: EGWRX (5 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than EGWRX (1.11). EGWRX (48.00) and WCMNX (48.00) have comparable annual turnover. 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 : -0.58 vs. WCMNX (-12.50).
| 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 | 5 years | - |
| Gain YTD | -12.980 | -16.706 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -12.50 | 5% |
| Returns for 3 years | -11.84 | -8.72 | 136% |
| Returns for 5 years | N/A | 21.77 | - |
| Returns for 10 years | N/A | N/A | - |
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