Ad is loading...
ISGDX vs WCMNX
ISGDX vs WCMNX Comparison
Open Charts ISGDX vs WCMNX
Columbia Integrated Small Cap Gr A
Price$11.41
Change+$0.97 (+9.29%)
VolumeN/A
Net Assets18.3M
WCM Small Cap Growth Investor
Price$10.93
Change+$1.05 (+10.63%)
VolumeN/A
Net Assets39.93M
ISGDX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ISGDX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 39.9M vs. ISGDX (18.3M). ISGDX (0.00) and WCMNX (0.00) have matching dividends . ISGDX was incepted earlier than WCMNX: ISGDX (8 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than ISGDX (1.59). ISGDX is a more actively managed with annual turnover of: 58.00 vs. WCMNX (48.00). WCMNX has a lower initial minimum investment than ISGDX: WCMNX (1000) vs ISGDX (2000). ISGDX annual gain was more profitable for investors over the last year : -21.39 vs. WCMNX (-23.23). WCMNX return over 5 years is better than : 15.96 vs. ISGDX (-21.27).
| ISGDX | WCMNX | ISGDX / WCMNX | |
| Total Expense Ratio | 1.24 | 1.24 | 100% |
| Annual Report Gross Expense Ratio | 1.59 | 2.11 | 75% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -21.029 | -22.143 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -23.23 | 92% |
| Returns for 3 years | -20.55 | -15.70 | 131% |
| Returns for 5 years | -21.27 | 15.96 | -133% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers