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GSBDX vs WCMNX
GSBDX vs WCMNX Comparison
Open Charts GSBDX vs WCMNX
Goldman Sachs Small Cap Growth A
Price$14.41
Change+$0.28 (+1.98%)
VolumeN/A
Net Assets314.64M
WCM Small Cap Growth Investor
Price$11.64
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets42.14M
GSBDX vs WCMNX Comparison Chart
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GSBDX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GSBDX has more cash in the bank: 315M vs. WCMNX (42.1M). GSBDX (0.00) and WCMNX (0.00) have matching dividends . GSBDX was incepted earlier than WCMNX: GSBDX (6 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than GSBDX (1.66). WCMNX is a more actively managed with annual turnover of: 83.00 vs. GSBDX (69.00). GSBDX (1000) and WCMNX (1000) have matching initial minimum investment requirements. GSBDX annual gain was more profitable for investors over the last year : 4.13 vs. WCMNX (-7.10). GSBDX return over 5 years is better than : 35.91 vs. WCMNX (19.77).
| GSBDX | WCMNX | GSBDX / WCMNX | |
| Total Expense Ratio | 1.23 | 1.24 | 99% |
| Annual Report Gross Expense Ratio | 1.66 | 2.11 | 79% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -7.283 | -9.299 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -7.10 | -58% |
| Returns for 3 years | 40.74 | 14.99 | 272% |
| Returns for 5 years | 35.91 | 19.77 | 182% |
| Returns for 10 years | N/A | N/A | - |
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