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NBGNX vs WCMNX
NBGNX vs WCMNX Comparison
Open Charts NBGNX vs WCMNX
Neuberger Berman Genesis I
Price$60.72
Change+$1.20 (+2.02%)
VolumeN/A
Net Assets8.98B
WCM Small Cap Growth Investor
Price$11.64
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets42.14M
NBGNX vs WCMNX Comparison Chart
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NBGNX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NBGNX has more cash in the bank: 8.98B vs. WCMNX (42.1M). NBGNX (0.00) and WCMNX (0.00) have matching dividends . NBGNX was incepted earlier than WCMNX: NBGNX (37 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than NBGNX (0.99). WCMNX is a more actively managed with annual turnover of: 83.00 vs. NBGNX (13.00). NBGNX (1000) and WCMNX (1000) have matching initial minimum investment requirements. NBGNX (-6.80) and WCMNX (-7.10) have marching annual gain over last year. WCMNX return over 5 years is better than : 19.77 vs. NBGNX (11.61).
| NBGNX | WCMNX | NBGNX / WCMNX | |
| Total Expense Ratio | 0.99 | 1.24 | 80% |
| Annual Report Gross Expense Ratio | 0.99 | 2.11 | 47% |
| Fund Existence | 37 years | 6 years | - |
| Gain YTD | -8.901 | -9.299 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -7.10 | 96% |
| Returns for 3 years | -0.49 | 14.99 | -3% |
| Returns for 5 years | 11.61 | 19.77 | 59% |
| Returns for 10 years | -8.43 | N/A | - |
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