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NBSMX vs WCMNX
NBSMX vs WCMNX Comparison
Open Charts NBSMX vs WCMNX
Neuberger Berman Small Cap Growth Instl
Price$42.16
Change-$2.38 (-5.34%)
VolumeN/A
Net Assets410.53M
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
NBSMX vs WCMNX Comparison Chart
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NBSMX vs. WCMNX commentary
Apr 04, 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: 411M vs. WCMNX (41.6M). 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 : -3.22 vs. WCMNX (-10.22). WCMNX return over 5 years is better than : 60.98 vs. NBSMX (56.11).
| 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 | -10.831 | -9.299 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 411M | 41.6M | 988% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.22 | -10.22 | 31% |
| Returns for 3 years | 5.35 | -7.10 | -75% |
| Returns for 5 years | 56.11 | 60.98 | 92% |
| Returns for 10 years | 48.22 | N/A | - |
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