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NEAGX vs WCMNX
NEAGX vs WCMNX Comparison
Open Charts NEAGX vs WCMNX
Needham Aggressive Growth Retail
Price$46.18
Change-$1.38 (-2.90%)
VolumeN/A
Net Assets798.47M
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
NEAGX vs WCMNX Comparison Chart
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NEAGX vs. WCMNX commentary
Feb 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NEAGX has more cash in the bank: 798M vs. WCMNX (40.2M). 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 : 3.21 vs. WCMNX (1.49). NEAGX return over 5 years is better than : 111.57 vs. WCMNX (17.49).
| 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 | 2.810 | 1.655 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 40.2M | 1,985% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.21 | 1.49 | 215% |
| Returns for 3 years | 39.68 | 9.79 | 405% |
| Returns for 5 years | 111.57 | 17.49 | 638% |
| Returns for 10 years | 91.85 | N/A | - |
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