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IYSIX vs WCMNX
IYSIX vs WCMNX Comparison
Open Charts IYSIX vs WCMNX
Macquarie Small Cap Growth Instl
Price$19.23
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets992.28M
WCM Small Cap Growth Investor
Price$10.67
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets38.8M
IYSIX vs WCMNX Comparison Chart
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IYSIX vs. WCMNX commentary
Apr 18, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IYSIX has more cash in the bank: 992M vs. WCMNX (38.8M). IYSIX (0.00) and WCMNX (0.00) have matching dividends . IYSIX was incepted earlier than WCMNX: IYSIX (18 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than IYSIX (1.00). IYSIX is a more actively managed with annual turnover of: 55.00 vs. WCMNX (48.00). IYSIX has a lower initial minimum investment than WCMNX: IYSIX (0) vs WCMNX (1000). IYSIX annual gain was more profitable for investors over the last year : -5.60 vs. WCMNX (-12.50). WCMNX return over 5 years is better than : 21.77 vs. IYSIX (-3.79).
| IYSIX | WCMNX | IYSIX / WCMNX | |
| Total Expense Ratio | 0.88 | 1.24 | 71% |
| Annual Report Gross Expense Ratio | 1.00 | 2.11 | 47% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | -11.910 | -16.706 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 992M | 38.8M | 2,557% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.60 | -12.50 | 45% |
| Returns for 3 years | -13.38 | -8.72 | 153% |
| Returns for 5 years | -3.79 | 21.77 | -17% |
| Returns for 10 years | -16.40 | N/A | - |
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