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NBGIX vs WCMLX
NBGIX vs WCMLX Comparison
Open Charts NBGIX vs WCMLX
Neuberger Berman Genesis Instl
Price$63.08
Change-$0.55 (-0.86%)
VolumeN/A
Net Assets9.15B
WCM Small Cap Growth Institutional
Price$12.95
Change-$0.06 (-0.46%)
VolumeN/A
Net Assets43.97M
NBGIX vs WCMLX Comparison Chart in %
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NBGIX vs. WCMLX commentary
Aug 07, 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 NBGIX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NBGIX has more cash in the bank: 9.15B vs. WCMLX (44M). NBGIX (0.00) and WCMLX (0.00) have matching dividends . NBGIX was incepted earlier than WCMLX: NBGIX (26 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than NBGIX (0.84). WCMLX is a more actively managed with annual turnover of: 83.00 vs. NBGIX (13.00). WCMLX has a lower initial minimum investment than NBGIX: WCMLX (100000) vs NBGIX (1000000). WCMLX annual gain was more profitable for investors over the last year : 6.46 vs. NBGIX (-1.04). WCMLX return over 5 years is better than : 15.95 vs. NBGIX (0.89).
| NBGIX | WCMLX | NBGIX / WCMLX | |
| Total Expense Ratio | 0.84 | 0.99 | 85% |
| Annual Report Gross Expense Ratio | 0.84 | 1.79 | 47% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | -2.692 | 1.166 | -231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.15B | 44M | 20,791% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.04 | 6.46 | -16% |
| Returns for 3 years | -1.20 | 12.74 | -9% |
| Returns for 5 years | 0.89 | 15.95 | 6% |
| Returns for 10 years | 7.93 | N/A | - |
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