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NBGNX vs WCMLX
NBGNX vs WCMLX Comparison
Open Charts NBGNX vs WCMLX
Neuberger Berman Genesis I
Price$60.72
Change+$1.20 (+2.02%)
VolumeN/A
Net Assets8.98B
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
NBGNX vs WCMLX Comparison Chart
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NBGNX vs. WCMLX commentary
May 09, 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: 8.98B vs. WCMLX (42.1M). NBGNX (0.00) and WCMLX (0.00) have matching dividends . NBGNX was incepted earlier than WCMLX: NBGNX (37 years) vs WCMLX (6 years). WCMLX (1.86) 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). NBGNX (-6.80) and WCMLX (-6.86) have marching annual gain over last year. WCMLX return over 5 years is better than : 21.31 vs. NBGNX (11.61).
| NBGNX | WCMLX | NBGNX / WCMLX | |
| Total Expense Ratio | 0.99 | 0.99 | 100% |
| Annual Report Gross Expense Ratio | 0.99 | 1.86 | 53% |
| Fund Existence | 37 years | 6 years | - |
| Gain YTD | -8.901 | -9.253 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 42.1M | 21,333% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.80 | -6.86 | 99% |
| Returns for 3 years | -0.49 | 15.89 | -3% |
| Returns for 5 years | 11.61 | 21.31 | 54% |
| Returns for 10 years | -8.43 | N/A | - |
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