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NEAIX vs WCMLX
NEAIX vs WCMLX Comparison
Open Charts NEAIX vs WCMLX
Needham Aggressive Growth Institutional
Price$51.49
Change+$0.94 (+1.86%)
VolumeN/A
Net Assets774.26M
WCM Small Cap Growth Institutional
Price$12.31
Change+$0.13 (+1.07%)
VolumeN/A
Net Assets42.98M
NEAIX vs WCMLX Comparison Chart
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NEAIX vs. WCMLX commentary
Jun 07, 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: 774M vs. WCMLX (43M). NEAIX (0.00) and WCMLX (0.00) have matching dividends . NEAIX was incepted earlier than WCMLX: NEAIX (8 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 : 0.32 vs. WCMLX (-1.22). NEAIX return over 5 years is better than : 104.74 vs. WCMLX (13.83).
| NEAIX | WCMLX | NEAIX / WCMLX | |
| Total Expense Ratio | 1.20 | 0.99 | 121% |
| Annual Report Gross Expense Ratio | 1.48 | 1.79 | 83% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 3.501 | -5.288 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | 43M | 1,800% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.32 | -1.22 | -26% |
| Returns for 3 years | 56.07 | 10.63 | 528% |
| Returns for 5 years | 104.74 | 13.83 | 757% |
| Returns for 10 years | N/A | N/A | - |
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