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NEAGX vs WCMLX
NEAGX vs WCMLX Comparison
Open Charts NEAGX vs WCMLX
Needham Aggressive Growth Retail
Price$44.50
Change+$0.29 (+0.66%)
VolumeN/A
Net Assets726.98M
WCM Small Cap Growth Institutional
Price$11.74
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets41.98M
NEAGX vs WCMLX Comparison Chart
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NEAGX vs. WCMLX commentary
May 12, 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 NEAGX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NEAGX has more cash in the bank: 727M vs. WCMLX (42M). NEAGX (0.00) and WCMLX (0.00) have matching dividends . NEAGX was incepted earlier than WCMLX: NEAGX (24 years) vs WCMLX (6 years). NEAGX (1.90) and WCMLX (1.86) have similar cost to investors . WCMLX is a more actively managed with annual turnover of: 83.00 vs. NEAGX (7.00). NEAGX has a lower initial minimum investment than WCMLX: NEAGX (2000) vs WCMLX (100000). WCMLX (-6.97) and NEAGX (-7.19) have marching annual gain over last year. NEAGX return over 5 years is better than : 101.27 vs. WCMLX (22.04).
| NEAGX | WCMLX | NEAGX / WCMLX | |
| Total Expense Ratio | 1.82 | 0.99 | 184% |
| Annual Report Gross Expense Ratio | 1.90 | 1.86 | 102% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -3.805 | -8.709 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 727M | 42M | 1,731% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.19 | -6.97 | 103% |
| Returns for 3 years | 51.83 | 14.99 | 346% |
| Returns for 5 years | 101.27 | 22.04 | 460% |
| Returns for 10 years | 86.04 | N/A | - |
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