Ad is loading...
IYSIX vs WCMLX
IYSIX vs WCMLX Comparison
Open Charts IYSIX vs WCMLX
Macquarie Small Cap Growth Instl
Price$22.54
Change+$0.25 (+1.12%)
VolumeN/A
Net Assets1.26B
WCM Small Cap Growth Institutional
Price$13.78
Change+$0.21 (+1.55%)
VolumeN/A
Net Assets42.34M
IYSIX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IYSIX vs. WCMLX commentary
Jan 31, 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 IYSIX is a StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IYSIX has more cash in the bank: 1.26B vs. WCMLX (42.3M). IYSIX (0.00) and WCMLX (0.00) have matching dividends . IYSIX was incepted earlier than WCMLX: IYSIX (18 years) vs WCMLX (5 years). IYSIX is a more actively managed with annual turnover of: 51.00 vs. WCMLX (48.00). IYSIX has a lower initial minimum investment than WCMLX: IYSIX (0) vs WCMLX (100000). IYSIX annual gain was more profitable for investors over the last year : 14.13 vs. WCMLX (10.78). WCMLX return over 5 years is better than : 28.63 vs. IYSIX (-5.51).
| IYSIX | WCMLX | IYSIX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 3.252 | 5.521 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 42.3M | 2,974% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.13 | 10.78 | 131% |
| Returns for 3 years | -0.31 | 10.33 | -3% |
| Returns for 5 years | -5.51 | 28.63 | -19% |
| Returns for 10 years | 8.00 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers