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ISGDX vs WCMLX
ISGDX vs WCMLX Comparison
Open Charts ISGDX vs WCMLX
Columbia Integrated Small Cap Gr A
Price$11.41
Change+$0.97 (+9.29%)
VolumeN/A
Net Assets18.3M
WCM Small Cap Growth Institutional
Price$11.08
Change+$1.06 (+10.58%)
VolumeN/A
Net Assets39.93M
ISGDX vs WCMLX Comparison Chart
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ISGDX vs. WCMLX commentary
Apr 11, 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 ISGDX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 39.9M vs. ISGDX (18.3M). ISGDX (0.00) and WCMLX (0.00) have matching dividends . ISGDX was incepted earlier than WCMLX: ISGDX (8 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than ISGDX (1.59). 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 annual gain was more profitable for investors over the last year : -21.39 vs. WCMLX (-23.04). WCMLX return over 5 years is better than : 17.47 vs. ISGDX (-21.27).
| ISGDX | WCMLX | ISGDX / WCMLX | |
| Total Expense Ratio | 1.24 | 0.99 | 125% |
| Annual Report Gross Expense Ratio | 1.59 | 1.86 | 85% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -21.029 | -22.084 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3M | 39.9M | 46% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -21.39 | -23.04 | 93% |
| Returns for 3 years | -20.55 | -15.01 | 137% |
| Returns for 5 years | -21.27 | 17.47 | -122% |
| Returns for 10 years | N/A | N/A | - |
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