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NEAIX vs WCMLX
NEAIX vs WCMLX Comparison
Open Charts NEAIX vs WCMLX
Needham Aggressive Growth Institutional
Price$40.36
Change-$3.56 (-8.11%)
VolumeN/A
Net Assets680.92M
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
NEAIX vs WCMLX Comparison Chart
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NEAIX vs. WCMLX commentary
Apr 04, 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: 681M vs. WCMLX (41.6M). 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 annual gain was more profitable for investors over the last year : -9.95 vs. NEAIX (-12.48). NEAIX return over 5 years is better than : 147.44 vs. WCMLX (62.99).
| 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 | -10.074 | -9.253 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 681M | 41.6M | 1,637% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -12.48 | -9.95 | 125% |
| Returns for 3 years | 21.39 | -6.42 | -333% |
| Returns for 5 years | 147.44 | 62.99 | 234% |
| Returns for 10 years | N/A | N/A | - |
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