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NEAGX vs WCMNX
NEAGX vs WCMNX Comparison
Open Charts NEAGX vs WCMNX
Needham Aggressive Growth Retail
Price$44.50
Change+$0.29 (+0.66%)
VolumeN/A
Net Assets726.98M
WCM Small Cap Growth Investor
Price$11.58
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets41.98M
NEAGX vs WCMNX Comparison Chart
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NEAGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NEAGX has more cash in the bank: 727M vs. WCMNX (42M). NEAGX (0.00) and WCMNX (0.00) have matching dividends . NEAGX was incepted earlier than WCMNX: NEAGX (24 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than NEAGX (1.90). WCMNX is a more actively managed with annual turnover of: 83.00 vs. NEAGX (7.00). WCMNX has a lower initial minimum investment than NEAGX: WCMNX (1000) vs NEAGX (2000). NEAGX (-7.19) and WCMNX (-7.21) have marching annual gain over last year. NEAGX return over 5 years is better than : 101.27 vs. WCMNX (20.50).
| NEAGX | WCMNX | NEAGX / WCMNX | |
| Total Expense Ratio | 1.82 | 1.24 | 147% |
| Annual Report Gross Expense Ratio | 1.90 | 2.11 | 90% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -3.805 | -8.747 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -7.21 | 100% |
| Returns for 3 years | 51.83 | 14.20 | 365% |
| Returns for 5 years | 101.27 | 20.50 | 494% |
| Returns for 10 years | 86.04 | N/A | - |
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