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NEAGX vs WCMNX
NEAGX vs WCMNX Comparison
Open Charts NEAGX vs WCMNX
Needham Aggressive Growth Retail
Price$55.61
Change-$0.66 (-1.17%)
VolumeN/A
Net Assets1.06B
WCM Small Cap Growth Investor
Price$13.41
Change-$0.10 (-0.74%)
VolumeN/A
Net Assets44.78M
NEAGX vs WCMNX Comparison Chart in %
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NEAGX vs. WCMNX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
NEAGX has more cash in the bank: 1.06B vs. WCMNX (44.8M). 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 : 22.33 vs. WCMNX (4.40). NEAGX return over 5 years is better than : 112.90 vs. WCMNX (22.37).
| 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 | 21.639 | 6.462 | 335% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 44.8M | 2,375% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 22.33 | 4.40 | 507% |
| Returns for 3 years | 100.46 | 40.44 | 248% |
| Returns for 5 years | 112.90 | 22.37 | 505% |
| Returns for 10 years | 171.70 | N/A | - |
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