Ad is loading...
NEAGX vs WCMNX
NEAGX vs WCMNX Comparison
Open Charts NEAGX vs WCMNX
Needham Aggressive Growth Retail
Price$49.71
Change+$1.09 (+2.24%)
VolumeN/A
Net Assets860.61M
WCM Small Cap Growth Investor
Price$13.61
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets42.84M
NEAGX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NEAGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NEAGX has more cash in the bank: 861M vs. WCMNX (42.8M). NEAGX (0.00) and WCMNX (0.00) have matching dividends . NEAGX was incepted earlier than WCMNX: NEAGX (23 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. NEAGX (7.00). WCMNX has a lower initial minimum investment than NEAGX: WCMNX (1000) vs NEAGX (2000). NEAGX annual gain was more profitable for investors over the last year : 17.24 vs. WCMNX (11.19). NEAGX return over 5 years is better than : 108.31 vs. WCMNX (27.08).
| NEAGX | WCMNX | NEAGX / WCMNX | |
| 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 | 7.250 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | 11.19 | 154% |
| Returns for 3 years | 39.83 | 14.08 | 283% |
| Returns for 5 years | 108.31 | 27.08 | 400% |
| Returns for 10 years | 108.76 | 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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PVAL | 38.89 | 0.56 | +1.46% |
| Putnam Focused Large Cap Value ETF | |||
| FEM | 22.14 | 0.12 | +0.53% |
| First Trust Emerging Mrkts AlphaDEX® ETF | |||
| BFEB | 43.42 | 0.03 | +0.06% |
| Innovator U.S. Equity Buffer ETF™ - Feb | |||
| IRVH | 20.03 | -0.03 | -0.17% |
| Global X Interest Rt Vol & Infl Hdg ETF | |||
| JDST | 25.30 | -1.19 | -4.49% |
| Direxion Daily Jr Gld Mnrs Bear 2X ETF | |||