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IRGFX vs WCMNX
IRGFX vs WCMNX Comparison
Open Charts IRGFX vs WCMNX
Delaware Ivy Small Cap Growth R6
Price$23.02
Change-$0.25 (-1.07%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.22
Change-$0.14 (-1.05%)
VolumeN/A
CapitalizationN/A
IRGFX vs WCMNX Comparison Chart
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IRGFX vs. WCMNX commentary
Dec 18, 2024
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 IRGFX is a StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IRGFX has more cash in the bank: 1.33B vs. WCMNX (42.3M). IRGFX (0.00) and WCMNX (0.00) have matching dividends . IRGFX was incepted earlier than WCMNX: IRGFX (10 years) vs WCMNX (5 years). IRGFX is a more actively managed with annual turnover of: 51.00 vs. WCMNX (48.00). WCMNX has a lower initial minimum investment than IRGFX: WCMNX (1000) vs IRGFX (1000000). IRGFX annual gain was more profitable for investors over the last year : 17.33 vs. WCMNX (10.72). WCMNX return over 5 years is better than : 27.12 vs. IRGFX (-2.32).
| IRGFX | WCMNX | IRGFX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 15.678 | 8.361 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 42.3M | 3,139% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 17.33 | 10.72 | 162% |
| Returns for 3 years | -6.27 | -0.45 | 1,388% |
| Returns for 5 years | -2.32 | 27.12 | -9% |
| Returns for 10 years | 9.27 | N/A | - |
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