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NBSMX vs WCMLX
NBSMX vs WCMLX Comparison
Open Charts NBSMX vs WCMLX
Neuberger Berman Small Cap Growth Instl
Price$40.27
Change-$1.89 (-4.48%)
VolumeN/A
Net Assets370.73M
WCM Small Cap Growth Institutional
Price$10.31
Change-$0.50 (-4.63%)
VolumeN/A
Net Assets36.73M
NBSMX vs WCMLX Comparison Chart
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NBSMX vs. WCMLX commentary
Apr 07, 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 NBSMX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NBSMX has more cash in the bank: 371M vs. WCMLX (36.7M). NBSMX (0.00) and WCMLX (0.00) have matching dividends . NBSMX was incepted earlier than WCMLX: NBSMX (17 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than NBSMX (1.13). NBSMX is a more actively managed with annual turnover of: 131.00 vs. WCMLX (48.00). WCMLX has a lower initial minimum investment than NBSMX: WCMLX (100000) vs NBSMX (1000000). NBSMX annual gain was more profitable for investors over the last year : -11.18 vs. WCMLX (-19.39). WCMLX return over 5 years is better than : 43.99 vs. NBSMX (41.15).
| NBSMX | WCMLX | NBSMX / WCMLX | |
| Total Expense Ratio | 0.91 | 0.99 | 92% |
| Annual Report Gross Expense Ratio | 1.13 | 1.86 | 61% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | -19.379 | -19.829 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 36.7M | 1,011% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -11.18 | -19.39 | 58% |
| Returns for 3 years | -2.47 | -15.56 | 16% |
| Returns for 5 years | 41.15 | 43.99 | 94% |
| Returns for 10 years | 34.18 | N/A | - |
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