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NEAGX vs WCMNX
NEAGX vs WCMNX Comparison
Open Charts NEAGX vs WCMNX
Needham Aggressive Growth Retail
Price$38.33
Change+$0.13 (+0.34%)
VolumeN/A
Net Assets625.63M
WCM Small Cap Growth Investor
Price$10.67
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets38.8M
NEAGX vs WCMNX Comparison Chart
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NEAGX vs. WCMNX commentary
Apr 18, 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: 626M vs. WCMNX (38.8M). NEAGX (0.00) and WCMNX (0.00) have matching dividends . NEAGX was incepted earlier than WCMNX: NEAGX (24 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than NEAGX (1.90). 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). WCMNX annual gain was more profitable for investors over the last year : -12.50 vs. NEAGX (-15.37). NEAGX return over 5 years is better than : 90.43 vs. WCMNX (21.77).
| 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 | 5 years | - |
| Gain YTD | -17.423 | -16.706 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 626M | 38.8M | 1,613% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -15.37 | -12.50 | 123% |
| Returns for 3 years | 20.01 | -8.72 | -229% |
| Returns for 5 years | 90.43 | 21.77 | 415% |
| Returns for 10 years | 53.04 | N/A | - |
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