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NEAIX vs WCMLX
NEAIX vs WCMLX Comparison
Open Charts NEAIX vs WCMLX
Needham Aggressive Growth Institutional
Price$47.08
Change-$0.76 (-1.59%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.33
Change-$0.35 (-2.56%)
VolumeN/A
CapitalizationN/A
NEAIX vs WCMLX Comparison Chart
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NEAIX vs. WCMLX commentary
Nov 18, 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 StrongSell and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NEAIX has more cash in the bank: 794M vs. WCMLX (40.7M). 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 (22.00) and WCMLX (20.96) have marching annual gain over last year. NEAIX return over 5 years is better than : 123.45 vs. WCMLX (30.30).
| 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 | 10.724 | 8.110 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 40.7M | 1,951% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 22.00 | 20.96 | 105% |
| Returns for 3 years | 7.54 | -17.51 | -43% |
| Returns for 5 years | 123.45 | 30.30 | 407% |
| Returns for 10 years | N/A | N/A | - |
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