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NEAIX vs WCMLX
NEAIX vs WCMLX Comparison
Open Charts NEAIX vs WCMLX
Needham Aggressive Growth Institutional
Price$55.91
Change+$0.39 (+0.70%)
VolumeN/A
Net Assets897.03M
WCM Small Cap Growth Institutional
Price$12.84
Change-$0.08 (-0.62%)
VolumeN/A
Net Assets43.03M
NEAIX vs WCMLX Comparison Chart in %
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NEAIX vs. WCMLX commentary
Aug 11, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NEAIX has more cash in the bank: 897M vs. WCMLX (43M). 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 : 21.97 vs. WCMLX (3.46). NEAIX return over 5 years is better than : 100.61 vs. WCMLX (14.44).
| 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 | 14.476 | -0.156 | -9,308% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 897M | 43M | 2,086% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 21.97 | 3.46 | 634% |
| Returns for 3 years | 73.26 | 12.83 | 571% |
| Returns for 5 years | 100.61 | 14.44 | 697% |
| Returns for 10 years | N/A | N/A | - |
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