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NBMIX vs WCMNX
NBMIX vs WCMNX Comparison
Open Charts NBMIX vs WCMNX
Neuberger Berman Small Cap Growth I
Price$41.97
Change-$2.38 (-5.37%)
VolumeN/A
Net Assets410.53M
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
NBMIX vs WCMNX Comparison Chart
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NBMIX vs. WCMNX commentary
Apr 05, 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NBMIX has more cash in the bank: 411M vs. WCMNX (41.6M). NBMIX (0.00) and WCMNX (0.00) have matching dividends . NBMIX was incepted earlier than WCMNX: NBMIX (26 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than NBMIX (1.34). NBMIX is a more actively managed with annual turnover of: 131.00 vs. WCMNX (48.00). NBMIX (1000) and WCMNX (1000) have matching initial minimum investment requirements. NBMIX annual gain was more profitable for investors over the last year : -3.31 vs. WCMNX (-10.22). WCMNX return over 5 years is better than : 60.98 vs. NBMIX (55.07).
| NBMIX | WCMNX | NBMIX / WCMNX | |
| Total Expense Ratio | 1.31 | 1.24 | 106% |
| Annual Report Gross Expense Ratio | 1.34 | 2.11 | 64% |
| Fund Existence | 26 years | 5 years | - |
| Gain YTD | -10.836 | -9.299 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 411M | 41.6M | 988% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.31 | -10.22 | 32% |
| Returns for 3 years | 5.00 | -7.10 | -70% |
| Returns for 5 years | 55.07 | 60.98 | 90% |
| Returns for 10 years | 44.60 | N/A | - |
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