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NEAGX vs WCMNX
NEAGX vs WCMNX Comparison
Open Charts NEAGX vs WCMNX
Needham Aggressive Growth Retail
Price$54.70
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets982.27M
WCM Small Cap Growth Investor
Price$13.51
Change+$0.12 (+0.90%)
VolumeN/A
Net Assets44.58M
NEAGX vs WCMNX Comparison Chart in %
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NEAGX vs. WCMNX commentary
Sep 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 Hold and WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
NEAGX has more cash in the bank: 982M vs. WCMNX (44.6M). NEAGX (0.00) and WCMNX (0.00) have matching dividends . NEAGX was incepted earlier than WCMNX: NEAGX (24 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than NEAGX (1.67). 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 annual gain was more profitable for investors over the last year : 24.26 vs. WCMNX (6.35). NEAGX return over 5 years is better than : 103.91 vs. WCMNX (19.45).
| NEAGX | WCMNX | NEAGX / WCMNX | |
| Total Expense Ratio | 1.60 | 1.24 | 129% |
| Annual Report Gross Expense Ratio | 1.67 | 2.04 | 82% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 18.266 | 5.516 | 331% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 982M | 44.6M | 2,202% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 24.26 | 6.35 | 382% |
| Returns for 3 years | 82.37 | 27.40 | 301% |
| Returns for 5 years | 103.91 | 19.45 | 534% |
| Returns for 10 years | 150.50 | N/A | - |
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