Ad is loading...
NEAGX vs WCMLX
NEAGX vs WCMLX Comparison
Open Charts NEAGX vs WCMLX
Needham Aggressive Growth Retail
Price$46.41
Change+$0.31 (+0.67%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.95
Change+$0.08 (+0.62%)
VolumeN/A
CapitalizationN/A
NEAGX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NEAGX vs. WCMLX commentary
Dec 23, 2024
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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NEAGX has more cash in the bank: 824M vs. WCMLX (40.5M). NEAGX (0.00) and WCMLX (0.00) have matching dividends . NEAGX was incepted earlier than WCMLX: NEAGX (23 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. NEAGX (7.00). NEAGX has a lower initial minimum investment than WCMLX: NEAGX (2000) vs WCMLX (100000). NEAGX annual gain was more profitable for investors over the last year : 14.71 vs. WCMLX (5.89). NEAGX return over 5 years is better than : 114.36 vs. WCMLX (23.80).
| NEAGX | WCMLX | NEAGX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 14.678 | 5.028 | 292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 824M | 40.5M | 2,035% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.71 | 5.89 | 250% |
| Returns for 3 years | 18.51 | -5.06 | -366% |
| Returns for 5 years | 114.36 | 23.80 | 480% |
| Returns for 10 years | 97.24 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JGRTX | 133.27 | 1.52 | +1.15% |
| Janus Henderson Enterprise S | |||
| GEIYX | 16.62 | 0.17 | +1.03% |
| GuideStone Funds Growth Equity Idx Instl | |||
| ARFFX | 16.18 | 0.16 | +1.00% |
| Ariel Focus Investor | |||
| IVNCX | 20.60 | 0.13 | +0.64% |
| Delaware Ivy Global Growth Fund Class C | |||
| GAHPX | 23.43 | 0.09 | +0.39% |
| Goldman Sachs Emerging Markets Eq P | |||