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NBGNX vs WCMNX
NBGNX vs WCMNX Comparison
Open Charts NBGNX vs WCMNX
Neuberger Berman Genesis I
Price$63.41
Change-$0.59 (-0.92%)
VolumeN/A
Net Assets9.2B
WCM Small Cap Growth Investor
Price$12.99
Change-$0.08 (-0.61%)
VolumeN/A
Net Assets44.37M
NBGNX vs WCMNX Comparison Chart in %
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NBGNX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NBGNX has more cash in the bank: 9.2B vs. WCMNX (44.4M). NBGNX (0.00) and WCMNX (0.00) have matching dividends . NBGNX was incepted earlier than WCMNX: NBGNX (37 years) vs WCMNX (6 years). WCMNX (2.04) 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. WCMNX annual gain was more profitable for investors over the last year : 3.57 vs. NBGNX (-2.72). WCMNX return over 5 years is better than : 16.70 vs. NBGNX (0.91).
| NBGNX | WCMNX | NBGNX / WCMNX | |
| Total Expense Ratio | 0.99 | 1.24 | 80% |
| Annual Report Gross Expense Ratio | 0.99 | 2.04 | 49% |
| Fund Existence | 37 years | 6 years | - |
| Gain YTD | -1.780 | 2.994 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | 3.57 | -76% |
| Returns for 3 years | -4.68 | 9.19 | -51% |
| Returns for 5 years | 0.91 | 16.70 | 5% |
| Returns for 10 years | -3.62 | N/A | - |
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