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GSBDX vs WCMLX
GSBDX vs WCMLX Comparison
Open Charts GSBDX vs WCMLX
Goldman Sachs Small Cap Growth A
Price$14.41
Change+$0.28 (+1.98%)
VolumeN/A
Net Assets314.64M
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
GSBDX vs WCMLX Comparison Chart
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GSBDX vs. WCMLX commentary
May 09, 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 GSBDX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GSBDX has more cash in the bank: 315M vs. WCMLX (42.1M). GSBDX (0.00) and WCMLX (0.00) have matching dividends . GSBDX was incepted earlier than WCMLX: GSBDX (6 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than GSBDX (1.66). WCMLX is a more actively managed with annual turnover of: 83.00 vs. GSBDX (69.00). GSBDX has a lower initial minimum investment than WCMLX: GSBDX (1000) vs WCMLX (100000). GSBDX annual gain was more profitable for investors over the last year : 4.13 vs. WCMLX (-6.86). GSBDX return over 5 years is better than : 35.91 vs. WCMLX (21.31).
| GSBDX | WCMLX | GSBDX / WCMLX | |
| Total Expense Ratio | 1.23 | 0.99 | 124% |
| Annual Report Gross Expense Ratio | 1.66 | 1.86 | 89% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -7.283 | -9.253 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 315M | 42.1M | 748% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.13 | -6.86 | -60% |
| Returns for 3 years | 40.74 | 15.89 | 256% |
| Returns for 5 years | 35.91 | 21.31 | 168% |
| Returns for 10 years | N/A | N/A | - |
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