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NBGEX vs WCMLX
NBGEX vs WCMLX Comparison
Open Charts NBGEX vs WCMLX
Neuberger Berman Genesis Tr
Price$62.11
Change-$0.34 (-0.54%)
VolumeN/A
Net Assets9.07B
WCM Small Cap Growth Institutional
Price$12.92
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets43.74M
NBGEX vs WCMLX Comparison Chart in %
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NBGEX vs. WCMLX commentary
Aug 08, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NBGEX has more cash in the bank: 9.07B vs. WCMLX (43.7M). 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 : 7.56 vs. NBGEX (-0.94). WCMLX return over 5 years is better than : 15.42 vs. NBGEX (-1.31).
| 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 | -3.671 | 0.700 | -525% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.07B | 43.7M | 20,746% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.94 | 7.56 | -12% |
| Returns for 3 years | -3.09 | 11.25 | -27% |
| Returns for 5 years | -1.31 | 15.42 | -9% |
| Returns for 10 years | 4.80 | N/A | - |
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