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NCLEX vs WCMNX
NCLEX vs WCMNX Comparison
Open Charts NCLEX vs WCMNX
Nicholas Limited Edition I
Price$28.83
Change-$0.23 (-0.79%)
VolumeN/A
Net Assets460.68M
WCM Small Cap Growth Investor
Price$12.02
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets43.09M
NCLEX vs WCMNX Comparison Chart
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NCLEX vs. WCMNX commentary
Jun 13, 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 NCLEX is a Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NCLEX has more cash in the bank: 461M vs. WCMNX (43.1M). NCLEX (0.00) and WCMNX (0.00) have matching dividends . NCLEX was incepted earlier than WCMNX: NCLEX (38 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than NCLEX (0.85). WCMNX is a more actively managed with annual turnover of: 83.00 vs. NCLEX (12.81). WCMNX has a lower initial minimum investment than NCLEX: WCMNX (1000) vs NCLEX (100000). NCLEX annual gain was more profitable for investors over the last year : 2.36 vs. WCMNX (-2.35). WCMNX return over 5 years is better than : 22.04 vs. NCLEX (10.75).
| NCLEX | WCMNX | NCLEX / WCMNX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.85 | 2.04 | 42% |
| Fund Existence | 38 years | 6 years | - |
| Gain YTD | -4.187 | -4.886 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 461M | 43.1M | 1,070% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.36 | -2.35 | -101% |
| Returns for 3 years | 11.47 | 25.73 | 45% |
| Returns for 5 years | 10.75 | 22.04 | 49% |
| Returns for 10 years | 8.07 | N/A | - |
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