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GSBDX vs WCMNX
GSBDX vs WCMNX Comparison
Open Charts GSBDX vs WCMNX
Goldman Sachs Small Cap Growth A
Price$13.11
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets289.43M
WCM Small Cap Growth Investor
Price$10.67
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets39.09M
GSBDX vs WCMNX Comparison Chart
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GSBDX 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 GSBDX is a Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GSBDX has more cash in the bank: 289M vs. WCMNX (39.1M). GSBDX (0.00) and WCMNX (0.00) have matching dividends . GSBDX was incepted earlier than WCMNX: GSBDX (5 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than GSBDX (1.66). GSBDX is a more actively managed with annual turnover of: 69.00 vs. WCMNX (48.00). GSBDX (1000) and WCMNX (1000) have matching initial minimum investment requirements. GSBDX annual gain was more profitable for investors over the last year : 1.94 vs. WCMNX (-11.67). GSBDX return over 5 years is better than : 39.05 vs. WCMNX (22.93).
| GSBDX | WCMNX | GSBDX / WCMNX | |
| Total Expense Ratio | 1.23 | 1.24 | 99% |
| Annual Report Gross Expense Ratio | 1.66 | 2.11 | 79% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | -13.976 | -15.918 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 39.1M | 739% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.94 | -11.67 | -17% |
| Returns for 3 years | 11.10 | -7.86 | -141% |
| Returns for 5 years | 39.05 | 22.93 | 170% |
| Returns for 10 years | N/A | N/A | - |
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