Interact to see
Advertisement
Advertisement
NEAGX vs WCMLX
NEAGX vs WCMLX Comparison
Open Charts NEAGX vs WCMLX
Needham Aggressive Growth Retail
Price$52.62
Change+$0.71 (+1.37%)
VolumeN/A
Net Assets853.35M
WCM Small Cap Growth Institutional
Price$12.74
Change+$0.12 (+0.95%)
VolumeN/A
Net Assets42.98M
NEAGX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NEAGX vs. WCMLX commentary
Jul 06, 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: 853M vs. WCMLX (43M). NEAGX (0.00) and WCMLX (0.00) have matching dividends . NEAGX was incepted earlier than WCMLX: NEAGX (24 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than NEAGX (1.67). 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). NEAGX annual gain was more profitable for investors over the last year : 11.55 vs. WCMLX (2.91). NEAGX return over 5 years is better than : 114.34 vs. WCMLX (21.91).
| NEAGX | WCMLX | NEAGX / WCMLX | |
| Total Expense Ratio | 1.60 | 0.99 | 162% |
| Annual Report Gross Expense Ratio | 1.67 | 1.79 | 93% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 13.748 | -0.933 | -1,473% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 853M | 43M | 1,984% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.55 | 2.91 | 397% |
| Returns for 3 years | 91.21 | 26.01 | 351% |
| Returns for 5 years | 114.34 | 21.91 | 522% |
| Returns for 10 years | 121.00 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement