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NBMIX vs WCMNX
NBMIX vs WCMNX Comparison
Open Charts NBMIX vs WCMNX
Neuberger Berman Small Cap Growth I
Price$45.03
Change+$0.44 (+0.99%)
VolumeN/A
Net Assets420.59M
WCM Small Cap Growth Investor
Price$11.64
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets42.14M
NBMIX vs WCMNX Comparison Chart
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NBMIX 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 NBMIX is a Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NBMIX has more cash in the bank: 421M vs. WCMNX (42.1M). NBMIX (0.00) and WCMNX (0.00) have matching dividends . NBMIX was incepted earlier than WCMNX: NBMIX (27 years) vs WCMNX (6 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 (83.00). NBMIX (1000) and WCMNX (1000) have matching initial minimum investment requirements. NBMIX annual gain was more profitable for investors over the last year : -0.11 vs. WCMNX (-7.10). WCMNX return over 5 years is better than : 19.77 vs. NBMIX (18.75).
| NBMIX | WCMNX | NBMIX / WCMNX | |
| Total Expense Ratio | 1.31 | 1.24 | 106% |
| Annual Report Gross Expense Ratio | 1.34 | 2.11 | 64% |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | -10.354 | -9.299 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -7.10 | 2% |
| Returns for 3 years | 29.02 | 14.99 | 194% |
| Returns for 5 years | 18.75 | 19.77 | 95% |
| Returns for 10 years | 48.39 | N/A | - |
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