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NBGIX vs WCMNX
NBGIX vs WCMNX Comparison
Open Charts NBGIX vs WCMNX
Neuberger Berman Genesis Instl
Price$63.08
Change-$0.55 (-0.86%)
VolumeN/A
Net Assets9.15B
WCM Small Cap Growth Investor
Price$12.76
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets43.97M
NBGIX vs WCMNX Comparison Chart in %
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NBGIX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NBGIX has more cash in the bank: 9.15B vs. WCMNX (44M). 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 : 6.30 vs. NBGIX (-1.04). WCMNX return over 5 years is better than : 14.45 vs. NBGIX (0.89).
| 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 | -2.692 | 1.103 | -244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | 6.30 | -17% |
| Returns for 3 years | -1.20 | 11.95 | -10% |
| Returns for 5 years | 0.89 | 14.45 | 6% |
| Returns for 10 years | 7.93 | N/A | - |
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