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NBGEX vs WCMLX
NBGEX vs WCMLX Comparison
Open Charts NBGEX vs WCMLX
Neuberger Berman Genesis Tr
Price$64.76
Change-$0.18 (-0.28%)
VolumeN/A
Net Assets9.3B
WCM Small Cap Growth Institutional
Price$13.69
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets44.77M
NBGEX vs WCMLX Comparison Chart in %
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NBGEX vs. WCMLX commentary
Aug 29, 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 NBGEX is a Buy and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
NBGEX has more cash in the bank: 9.3B vs. WCMLX (44.8M). NBGEX (0.00) and WCMLX (0.00) have matching dividends . NBGEX was incepted earlier than WCMLX: NBGEX (32 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than NBGEX (1.09). WCMLX is a more actively managed with annual turnover of: 83.00 vs. NBGEX (13.00). NBGEX has a lower initial minimum investment than WCMLX: NBGEX (0) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 4.77 vs. NBGEX (-2.21). WCMLX return over 5 years is better than : 17.13 vs. NBGEX (2.90).
| NBGEX | WCMLX | NBGEX / WCMLX | |
| Total Expense Ratio | 1.09 | 0.99 | 110% |
| Annual Report Gross Expense Ratio | 1.09 | 1.79 | 61% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 0.170 | 5.832 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.3B | 44.8M | 20,752% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.21 | 4.77 | -46% |
| Returns for 3 years | 4.45 | 22.83 | 20% |
| Returns for 5 years | 2.90 | 17.13 | 17% |
| Returns for 10 years | 15.99 | N/A | - |