ISGDX
Price
$13.17
Change
-$0.61 (-4.43%)
Updated
Dec 18 closing price
WCMLX
Price
$12.88
Change
-$0.51 (-3.81%)
Updated
Dec 18 closing price
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ISGDX vs WCMLX

Header iconISGDX vs WCMLX Comparison
Open Charts ISGDX vs WCMLXBanner chart's image
Columbia Integrated Small Cap Gr A
Price$13.17
Change-$0.61 (-4.43%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
ISGDX vs WCMLX Comparison Chart
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ISGDX vs. WCMLX commentary
Dec 19, 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 ISGDX is a Hold and WCMLX is a StrongBuy.

FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 41.8M vs. ISGDX (24.7M). ISGDX (0.00) and WCMLX (0.00) have matching dividends . ISGDX was incepted earlier than WCMLX: ISGDX (8 years) vs WCMLX (5 years). ISGDX is a more actively managed with annual turnover of: 58.00 vs. WCMLX (48.00). ISGDX has a lower initial minimum investment than WCMLX: ISGDX (2000) vs WCMLX (100000). ISGDX (11.04) and WCMLX (11.03) have marching annual gain over last year. WCMLX return over 5 years is better than : 28.75 vs. ISGDX (-17.58).
ISGDXWCMLXISGDX / WCMLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence8 years5 years-
Gain YTD8.5898.597100%
Front LoadN/AN/A-
Min. Initial Investment20001000002%
Min. Initial Investment IRAN/AN/A-
Net Assets24.7M41.8M59%
Annual Yield % from dividends0.000.00-
Returns for 1 year11.0411.03100%
Returns for 3 years-22.970.30-7,667%
Returns for 5 years-17.5828.75-61%
Returns for 10 yearsN/AN/A-
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