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NEAGX vs WCMNX
NEAGX vs WCMNX Comparison
Open Charts NEAGX vs WCMNX
Needham Aggressive Growth Retail
Price$46.41
Change+$0.31 (+0.67%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.79
Change+$0.09 (+0.71%)
VolumeN/A
CapitalizationN/A
NEAGX vs WCMNX Comparison Chart
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NEAGX vs. WCMNX commentary
Dec 23, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
NEAGX has more cash in the bank: 824M vs. WCMNX (40.5M). 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 : 14.71 vs. WCMNX (5.62). NEAGX return over 5 years is better than : 114.36 vs. WCMNX (22.28).
| 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 | 14.678 | 4.836 | 304% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 824M | 40.5M | 2,035% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.71 | 5.62 | 262% |
| Returns for 3 years | 18.51 | -5.75 | -322% |
| Returns for 5 years | 114.36 | 22.28 | 513% |
| Returns for 10 years | 97.24 | N/A | - |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NUMV | 34.98 | 0.52 | +1.51% |
| Nuveen ESG Mid-Cap Value ETF | |||
| FPEI | 18.65 | 0.03 | +0.16% |
| First Trust Instl Pref Secs and Inc ETF | |||
| SHAG | 47.31 | 0.05 | +0.11% |
| WisdomTree Yield Enh US S-T Aggt Bd ETF | |||
| TVE | 22.38 | N/A | N/A |
| Tennessee Valley Authority Power Bonds 1999 Series A due May 1 2029 | |||
| FDEM | 25.59 | -0.07 | -0.26% |
| Fidelity Emerging Markets Mltfct ETF | |||