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NBSMX vs WCMNX
NBSMX vs WCMNX Comparison
Open Charts NBSMX vs WCMNX
Neuberger Berman Small Cap Growth Instl
Price$43.38
Change+$0.80 (+1.88%)
VolumeN/A
Net Assets398.48M
WCM Small Cap Growth Investor
Price$11.12
Change+$0.26 (+2.39%)
VolumeN/A
Net Assets39.35M
NBSMX vs WCMNX Comparison Chart
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NBSMX vs. WCMNX commentary
Apr 25, 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: 398M vs. WCMNX (39.3M). NBSMX (0.00) and WCMNX (0.00) have matching dividends . NBSMX was incepted earlier than WCMNX: NBSMX (17 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than NBSMX (1.13). NBSMX is a more actively managed with annual turnover of: 131.00 vs. WCMNX (48.00). 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 : -2.81 vs. WCMNX (-11.06). NBSMX (24.03) and WCMNX (23.83) have equivalent 5 years return.
| NBSMX | WCMNX | NBSMX / WCMNX | |
| Total Expense Ratio | 0.91 | 1.24 | 73% |
| Annual Report Gross Expense Ratio | 1.13 | 2.11 | 54% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | -14.755 | -14.421 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 398M | 39.3M | 1,013% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.81 | -11.06 | 25% |
| Returns for 3 years | 8.35 | -6.06 | -138% |
| Returns for 5 years | 24.03 | 23.83 | 101% |
| Returns for 10 years | 42.57 | N/A | - |
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