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NBGEX vs WCMNX
NBGEX vs WCMNX Comparison
Open Charts NBGEX vs WCMNX
Neuberger Berman Genesis Tr
Price$64.76
Change-$0.18 (-0.28%)
VolumeN/A
Net Assets9.3B
WCM Small Cap Growth Investor
Price$13.49
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets44.77M
NBGEX vs WCMNX Comparison Chart in %
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NBGEX vs. WCMNX 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 WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
NBGEX has more cash in the bank: 9.3B vs. WCMNX (44.8M). NBGEX (0.00) and WCMNX (0.00) have matching dividends . NBGEX was incepted earlier than WCMNX: NBGEX (32 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than NBGEX (1.09). WCMNX is a more actively managed with annual turnover of: 83.00 vs. NBGEX (13.00). NBGEX has a lower initial minimum investment than WCMNX: NBGEX (0) vs WCMNX (1000). WCMNX annual gain was more profitable for investors over the last year : 4.52 vs. NBGEX (-2.21). WCMNX return over 5 years is better than : 15.60 vs. NBGEX (2.90).
| NBGEX | WCMNX | NBGEX / WCMNX | |
| Total Expense Ratio | 1.09 | 1.24 | 88% |
| Annual Report Gross Expense Ratio | 1.09 | 2.04 | 53% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 0.170 | 5.674 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 4.52 | -49% |
| Returns for 3 years | 4.45 | 21.91 | 20% |
| Returns for 5 years | 2.90 | 15.60 | 19% |
| Returns for 10 years | 15.99 | N/A | - |
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