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NEAIX vs WCMLX
NEAIX vs WCMLX Comparison
Open Charts NEAIX vs WCMLX
Needham Aggressive Growth Institutional
Price$50.87
Change-$0.59 (-1.15%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
NEAIX vs WCMLX Comparison Chart
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NEAIX vs. WCMLX commentary
Dec 19, 2024
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: 856M 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 : 23.11 vs. WCMLX (11.03). NEAIX return over 5 years is better than : 134.66 vs. WCMLX (28.75).
| 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 | 21.025 | 8.597 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 856M | 41.8M | 2,048% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 23.11 | 11.03 | 210% |
| Returns for 3 years | 28.97 | 0.30 | 9,670% |
| Returns for 5 years | 134.66 | 28.75 | 468% |
| Returns for 10 years | N/A | N/A | - |
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