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NBGAX vs WCMLX
NBGAX vs WCMLX Comparison
Open Charts NBGAX vs WCMLX
Neuberger Berman Genesis Adv
Price$60.43
Change-$0.17 (-0.28%)
VolumeN/A
Net Assets8.99B
WCM Small Cap Growth Institutional
Price$12.78
Change-$0.06 (-0.47%)
VolumeN/A
Net Assets43.03M
NBGAX vs WCMLX Comparison Chart in %
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NBGAX vs. WCMLX commentary
Aug 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 NBGAX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NBGAX has more cash in the bank: 8.99B vs. WCMLX (43M). NBGAX (0.00) and WCMLX (0.00) have matching dividends . NBGAX was incepted earlier than WCMLX: NBGAX (28 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than NBGAX (1.34). WCMLX is a more actively managed with annual turnover of: 83.00 vs. NBGAX (13.00). NBGAX has a lower initial minimum investment than WCMLX: NBGAX (0) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 3.63 vs. NBGAX (-3.63). WCMLX return over 5 years is better than : 14.54 vs. NBGAX (-3.72).
| NBGAX | WCMLX | NBGAX / WCMLX | |
| Total Expense Ratio | 1.34 | 0.99 | 135% |
| Annual Report Gross Expense Ratio | 1.34 | 1.79 | 75% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | -4.522 | -0.156 | 2,908% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 43M | 20,902% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.63 | 3.63 | -100% |
| Returns for 3 years | -7.59 | 6.73 | -113% |
| Returns for 5 years | -3.72 | 14.54 | -26% |
| Returns for 10 years | -18.08 | N/A | - |
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