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NBSMX vs WCMLX
NBSMX vs WCMLX Comparison
Open Charts NBSMX vs WCMLX
Neuberger Berman Small Cap Growth Instl
Price$47.82
Change+$0.54 (+1.14%)
VolumeN/A
Net Assets440.39M
WCM Small Cap Growth Institutional
Price$12.31
Change+$0.13 (+1.07%)
VolumeN/A
Net Assets42.98M
NBSMX vs WCMLX Comparison Chart
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NBSMX vs. WCMLX commentary
Jun 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NBSMX has more cash in the bank: 440M vs. WCMLX (43M). 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). NBSMX annual gain was more profitable for investors over the last year : 3.03 vs. WCMLX (-1.22). NBSMX return over 5 years is better than : 17.16 vs. WCMLX (13.83).
| 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 | -5.345 | -5.288 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 440M | 43M | 1,023% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.03 | -1.22 | -249% |
| Returns for 3 years | 21.45 | 10.63 | 202% |
| Returns for 5 years | 17.16 | 13.83 | 124% |
| Returns for 10 years | 53.51 | N/A | - |
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