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NEAIX vs WCMLX
NEAIX vs WCMLX Comparison
Open Charts NEAIX vs WCMLX
Needham Aggressive Growth Institutional
Price$41.59
Change+$1.04 (+2.56%)
VolumeN/A
Net Assets628.76M
WCM Small Cap Growth Institutional
Price$11.01
Change+$0.22 (+2.04%)
VolumeN/A
Net Assets38.54M
NEAIX vs WCMLX Comparison Chart
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NEAIX vs. WCMLX commentary
Apr 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NEAIX has more cash in the bank: 629M vs. WCMLX (38.5M). NEAIX (0.00) and WCMLX (0.00) have matching dividends . NEAIX was incepted earlier than WCMLX: NEAIX (8 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than NEAIX (1.56). WCMLX is a more actively managed with annual turnover of: 48.00 vs. NEAIX (7.00). NEAIX (100000) and WCMLX (100000) have matching initial minimum investment requirements. WCMLX (-12.84) and NEAIX (-13.47) have marching annual gain over last year. NEAIX return over 5 years is better than : 93.83 vs. WCMLX (22.89).
| NEAIX | WCMLX | NEAIX / WCMLX | |
| Total Expense Ratio | 1.22 | 0.99 | 123% |
| Annual Report Gross Expense Ratio | 1.56 | 1.86 | 84% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -16.974 | -16.096 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 629M | 38.5M | 1,634% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.47 | -12.84 | 105% |
| Returns for 3 years | 24.42 | -5.68 | -430% |
| Returns for 5 years | 93.83 | 22.89 | 410% |
| Returns for 10 years | N/A | N/A | - |
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