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NEAGX vs WCMLX
NEAGX vs WCMLX Comparison
Open Charts NEAGX vs WCMLX
Needham Aggressive Growth Retail
Price$49.71
Change+$1.09 (+2.24%)
VolumeN/A
Net Assets860.61M
WCM Small Cap Growth Institutional
Price$13.79
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets42.84M
NEAGX vs WCMLX Comparison Chart
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NEAGX vs. WCMLX commentary
Jan 23, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NEAGX has more cash in the bank: 861M vs. WCMLX (42.8M). 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 : 17.24 vs. WCMLX (10.81). NEAGX return over 5 years is better than : 108.31 vs. WCMLX (26.52).
| 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 | 5.102 | 6.843 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 861M | 42.8M | 2,012% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 17.24 | 10.81 | 160% |
| Returns for 3 years | 39.83 | 14.60 | 273% |
| Returns for 5 years | 108.31 | 26.52 | 408% |
| Returns for 10 years | 108.76 | N/A | - |
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