Interact to see
Advertisement
Advertisement
NBSMX vs WCMLX
NBSMX vs WCMLX Comparison
Open Charts NBSMX vs WCMLX
Neuberger Berman Small Cap Growth Instl
Price$51.78
Change+$0.49 (+0.96%)
VolumeN/A
Net Assets460.98M
WCM Small Cap Growth Institutional
Price$13.69
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets44.77M
NBSMX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NBSMX vs. WCMLX commentary
Aug 29, 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 Buy and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
NBSMX has more cash in the bank: 461M vs. WCMLX (44.8M). NBSMX (0.00) and WCMLX (0.00) have matching dividends . NBSMX was incepted earlier than WCMLX: NBSMX (17 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than NBSMX (1.13). NBSMX is a more actively managed with annual turnover of: 131.00 vs. WCMLX (83.00). WCMLX has a lower initial minimum investment than NBSMX: WCMLX (100000) vs NBSMX (1000000). WCMLX annual gain was more profitable for investors over the last year : 4.77 vs. NBSMX (2.99). WCMLX return over 5 years is better than : 17.13 vs. NBSMX (14.61).
| NBSMX | WCMLX | NBSMX / WCMLX | |
| Total Expense Ratio | 0.91 | 0.99 | 92% |
| Annual Report Gross Expense Ratio | 1.13 | 1.79 | 63% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 2.683 | 5.832 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 461M | 44.8M | 1,029% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.99 | 4.77 | 63% |
| Returns for 3 years | 32.81 | 22.83 | 144% |
| Returns for 5 years | 14.61 | 17.13 | 85% |
| Returns for 10 years | 77.26 | N/A | - |