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NBMIX vs WCMLX
NBMIX vs WCMLX Comparison
Open Charts NBMIX vs WCMLX
Neuberger Berman Small Cap Growth I
Price$45.03
Change+$0.44 (+0.99%)
VolumeN/A
Net Assets420.59M
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
NBMIX vs WCMLX Comparison Chart
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NBMIX 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 NBMIX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NBMIX has more cash in the bank: 421M vs. WCMLX (42.1M). NBMIX (0.00) and WCMLX (0.00) have matching dividends . NBMIX was incepted earlier than WCMLX: NBMIX (27 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than NBMIX (1.34). NBMIX is a more actively managed with annual turnover of: 131.00 vs. WCMLX (83.00). NBMIX has a lower initial minimum investment than WCMLX: NBMIX (1000) vs WCMLX (100000). NBMIX annual gain was more profitable for investors over the last year : -0.11 vs. WCMLX (-6.86). WCMLX return over 5 years is better than : 21.31 vs. NBMIX (18.75).
| NBMIX | WCMLX | NBMIX / WCMLX | |
| Total Expense Ratio | 1.31 | 0.99 | 132% |
| Annual Report Gross Expense Ratio | 1.34 | 1.86 | 72% |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | -10.354 | -9.253 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 421M | 42.1M | 1,000% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.11 | -6.86 | 2% |
| Returns for 3 years | 29.02 | 15.89 | 183% |
| Returns for 5 years | 18.75 | 21.31 | 88% |
| Returns for 10 years | 48.39 | N/A | - |
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