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NBSMX vs WCMNX
NBSMX vs WCMNX Comparison
Open Charts NBSMX vs WCMNX
Neuberger Berman Small Cap Growth Instl
Price$49.70
Change-$0.39 (-0.78%)
VolumeN/A
Net Assets455.85M
WCM Small Cap Growth Investor
Price$12.76
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets43.74M
NBSMX vs WCMNX Comparison Chart in %
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NBSMX vs. WCMNX commentary
Aug 08, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NBSMX has more cash in the bank: 456M vs. WCMNX (43.7M). NBSMX (0.00) and WCMNX (0.00) have matching dividends . NBSMX was incepted earlier than WCMNX: NBSMX (17 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than NBSMX (1.13). NBSMX is a more actively managed with annual turnover of: 131.00 vs. WCMNX (83.00). WCMNX has a lower initial minimum investment than NBSMX: WCMNX (1000) vs NBSMX (1000000). NBSMX annual gain was more profitable for investors over the last year : 9.97 vs. WCMNX (6.30). WCMNX (14.45) and NBSMX (13.77) have equivalent 5 years return.
| NBSMX | WCMNX | NBSMX / WCMNX | |
| Total Expense Ratio | 0.91 | 1.24 | 73% |
| Annual Report Gross Expense Ratio | 1.13 | 2.04 | 55% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 0.280 | 1.103 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 456M | 43.7M | 1,043% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.97 | 6.30 | 158% |
| Returns for 3 years | 25.76 | 11.95 | 215% |
| Returns for 5 years | 13.77 | 14.45 | 95% |
| Returns for 10 years | 63.76 | N/A | - |
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