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NEAIX vs WCMLX
NEAIX vs WCMLX Comparison
Open Charts NEAIX vs WCMLX
Needham Aggressive Growth Institutional
Price$51.35
Change+$0.42 (+0.82%)
VolumeN/A
Net Assets841.78M
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.83M
NEAIX vs WCMLX Comparison Chart
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NEAIX vs. WCMLX commentary
Jan 19, 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: 842M vs. WCMLX (41.8M). NEAIX (0.00) and WCMLX (0.00) have matching dividends . NEAIX was incepted earlier than WCMLX: NEAIX (8 years) vs WCMLX (5 years). 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. NEAIX annual gain was more profitable for investors over the last year : 23.53 vs. WCMLX (11.89). NEAIX return over 5 years is better than : 116.76 vs. WCMLX (23.03).
| NEAIX | WCMLX | NEAIX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 5.139 | 4.666 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 842M | 41.8M | 2,014% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 23.53 | 11.89 | 198% |
| Returns for 3 years | 35.74 | 7.77 | 460% |
| Returns for 5 years | 116.76 | 23.03 | 507% |
| Returns for 10 years | N/A | N/A | - |
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