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NBGNX vs WCMLX
NBGNX vs WCMLX Comparison
Open Charts NBGNX vs WCMLX
Neuberger Berman Genesis I
Price$63.41
Change-$0.59 (-0.92%)
VolumeN/A
Net Assets9.2B
WCM Small Cap Growth Institutional
Price$13.18
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets44.37M
NBGNX vs WCMLX Comparison Chart in %
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NBGNX vs. WCMLX commentary
Aug 17, 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 NBGNX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NBGNX has more cash in the bank: 9.2B vs. WCMLX (44.4M). NBGNX (0.00) and WCMLX (0.00) have matching dividends . NBGNX was incepted earlier than WCMLX: NBGNX (37 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than NBGNX (0.99). WCMLX is a more actively managed with annual turnover of: 83.00 vs. NBGNX (13.00). NBGNX has a lower initial minimum investment than WCMLX: NBGNX (1000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 3.76 vs. NBGNX (-2.72). WCMLX return over 5 years is better than : 18.18 vs. NBGNX (0.91).
| NBGNX | WCMLX | NBGNX / WCMLX | |
| Total Expense Ratio | 0.99 | 0.99 | 100% |
| Annual Report Gross Expense Ratio | 0.99 | 1.79 | 55% |
| Fund Existence | 37 years | 6 years | - |
| Gain YTD | -1.780 | 3.110 | -57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.2B | 44.4M | 20,723% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.72 | 3.76 | -72% |
| Returns for 3 years | -4.68 | 10.04 | -47% |
| Returns for 5 years | 0.91 | 18.18 | 5% |
| Returns for 10 years | -3.62 | N/A | - |
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