Interact to see
Advertisement
Advertisement
NEAIX vs WCMLX
NEAIX vs WCMLX Comparison
Open Charts NEAIX vs WCMLX
Needham Aggressive Growth Institutional
Price$60.93
Change+$1.55 (+2.61%)
VolumeN/A
Net Assets1.09B
WCM Small Cap Growth Institutional
Price$13.80
Change+$0.41 (+3.06%)
VolumeN/A
Net Assets42.54M
NEAIX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NEAIX vs. WCMLX commentary
Oct 14, 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 NEAIX is a Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
NEAIX has more cash in the bank: 1.09B vs. WCMLX (42.5M). NEAIX (0.00) and WCMLX (0.00) have matching dividends . NEAIX was incepted earlier than WCMLX: NEAIX (9 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than NEAIX (1.48). WCMLX is a more actively managed with annual turnover of: 83.00 vs. NEAIX (7.00). NEAIX (100000) and WCMLX (100000) have matching initial minimum investment requirements. NEAIX annual gain was more profitable for investors over the last year : 20.28 vs. WCMLX (0.07). NEAIX return over 5 years is better than : 100.88 vs. WCMLX (9.75).
| NEAIX | WCMLX | NEAIX / WCMLX | |
| Total Expense Ratio | 1.20 | 0.99 | 121% |
| Annual Report Gross Expense Ratio | 1.48 | 1.79 | 83% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 21.581 | 4.121 | 524% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 42.5M | 2,567% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 20.28 | 0.07 | 27,128% |
| Returns for 3 years | 110.19 | 37.19 | 296% |
| Returns for 5 years | 100.88 | 9.75 | 1,034% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement