Interact to see
Advertisement
Advertisement
NBGIX vs WCMNX
NBGIX vs WCMNX Comparison
Open Charts NBGIX vs WCMNX
Neuberger Berman Genesis Instl
Price$65.42
Change-$0.19 (-0.29%)
VolumeN/A
Net Assets9.3B
WCM Small Cap Growth Investor
Price$13.49
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets44.77M
NBGIX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NBGIX vs. WCMNX commentary
Aug 30, 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 Buy and WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
NBGIX has more cash in the bank: 9.3B vs. WCMNX (44.8M). NBGIX (0.00) and WCMNX (0.00) have matching dividends . NBGIX was incepted earlier than WCMNX: NBGIX (26 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than NBGIX (0.84). WCMNX is a more actively managed with annual turnover of: 83.00 vs. NBGIX (13.00). WCMNX has a lower initial minimum investment than NBGIX: WCMNX (1000) vs NBGIX (1000000). WCMNX annual gain was more profitable for investors over the last year : 4.52 vs. NBGIX (-1.96). WCMNX return over 5 years is better than : 15.60 vs. NBGIX (4.30).
| NBGIX | WCMNX | NBGIX / WCMNX | |
| Total Expense Ratio | 0.84 | 1.24 | 68% |
| Annual Report Gross Expense Ratio | 0.84 | 2.04 | 41% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | 0.336 | 5.674 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -1.96 | 4.52 | -43% |
| Returns for 3 years | 5.32 | 21.91 | 24% |
| Returns for 5 years | 4.30 | 15.60 | 28% |
| Returns for 10 years | 16.98 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement