Ad is loading...
IYSIX vs WCMLX
IYSIX vs WCMLX Comparison
Open Charts IYSIX vs WCMLX
Macquarie Small Cap Growth Instl
Price$21.01
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets1.08B
WCM Small Cap Growth Institutional
Price$11.74
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets41.98M
IYSIX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IYSIX vs. WCMLX commentary
May 12, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IYSIX has more cash in the bank: 1.08B vs. WCMLX (42M). IYSIX (0.00) and WCMLX (0.00) have matching dividends . IYSIX was incepted earlier than WCMLX: IYSIX (18 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than IYSIX (1.00). WCMLX is a more actively managed with annual turnover of: 83.00 vs. IYSIX (55.00). 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 : 0.29 vs. WCMLX (-6.97). WCMLX return over 5 years is better than : 22.04 vs. IYSIX (-4.80).
| IYSIX | WCMLX | IYSIX / WCMLX | |
| Total Expense Ratio | 0.88 | 0.99 | 89% |
| Annual Report Gross Expense Ratio | 1.00 | 1.86 | 54% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -3.756 | -8.709 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 42M | 2,564% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.29 | -6.97 | -4% |
| Returns for 3 years | 11.52 | 14.99 | 77% |
| Returns for 5 years | -4.80 | 22.04 | -22% |
| Returns for 10 years | -5.19 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HFXI | 28.52 | 0.13 | +0.46% |
| NYLI FTSE International Eq Ccy Netrl ETF | |||
| TPHE | 24.46 | 0.02 | +0.07% |
| Timothy Plan High Dividend Stock Enh ETF | |||
| SPSK | 18.02 | 0.01 | +0.06% |
| SP Funds Dow Jones Global Sukuk ETF | |||
| IWV | 321.47 | -0.01 | N/A |
| iShares Russell 3000 ETF | |||
| CRDT | 24.90 | -0.02 | -0.08% |
| Simplify Opportunistic Income ETF | |||