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NEAGX vs WCMNX
NEAGX vs WCMNX Comparison
Open Charts NEAGX vs WCMNX
Needham Aggressive Growth Retail
Price$53.30
Change-$0.27 (-0.50%)
VolumeN/A
Net Assets928.72M
WCM Small Cap Growth Investor
Price$12.99
Change-$0.08 (-0.61%)
VolumeN/A
Net Assets44.09M
NEAGX vs WCMNX Comparison Chart in %
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NEAGX vs. WCMNX commentary
Aug 17, 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: 929M vs. WCMNX (44.1M). 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 : 17.30 vs. WCMNX (3.57). NEAGX return over 5 years is better than : 97.60 vs. WCMNX (16.70).
| 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 | 15.802 | 2.994 | 528% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 929M | 44.1M | 2,107% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 17.30 | 3.57 | 485% |
| Returns for 3 years | 61.45 | 9.19 | 669% |
| Returns for 5 years | 97.60 | 16.70 | 585% |
| Returns for 10 years | 137.56 | N/A | - |
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