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IYSIX vs WCMNX
IYSIX vs WCMNX Comparison
Open Charts IYSIX vs WCMNX
Macquarie Small Cap Growth Instl
Price$21.01
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets1.08B
WCM Small Cap Growth Investor
Price$11.58
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets41.98M
IYSIX vs WCMNX Comparison Chart
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IYSIX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IYSIX has more cash in the bank: 1.08B vs. WCMNX (42M). IYSIX (0.00) and WCMNX (0.00) have matching dividends . IYSIX was incepted earlier than WCMNX: IYSIX (18 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than IYSIX (1.00). WCMNX is a more actively managed with annual turnover of: 83.00 vs. IYSIX (55.00). 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 : 0.29 vs. WCMNX (-7.21). WCMNX return over 5 years is better than : 20.50 vs. IYSIX (-4.80).
| 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 | 6 years | - |
| Gain YTD | -3.756 | -8.747 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -7.21 | -4% |
| Returns for 3 years | 11.52 | 14.20 | 81% |
| Returns for 5 years | -4.80 | 20.50 | -23% |
| Returns for 10 years | -5.19 | N/A | - |
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