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NEAIX vs WCMLX
NEAIX vs WCMLX Comparison
Open Charts NEAIX vs WCMLX
Needham Aggressive Growth Institutional
Price$55.01
Change+$0.20 (+0.36%)
VolumeN/A
Net Assets840.41M
WCM Small Cap Growth Institutional
Price$12.89
Change+$0.18 (+1.42%)
VolumeN/A
Net Assets42.87M
NEAIX vs WCMLX Comparison Chart in %
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NEAIX vs. WCMLX commentary
Jul 11, 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: 840M vs. WCMLX (42.9M). NEAIX (0.00) and WCMLX (0.00) have matching dividends . NEAIX was incepted earlier than WCMLX: NEAIX (9 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 : 9.86 vs. WCMLX (3.08). NEAIX return over 5 years is better than : 116.73 vs. WCMLX (22.57).
| NEAIX | WCMLX | NEAIX / WCMLX | |
| Total Expense Ratio | 1.20 | 0.99 | 121% |
| Annual Report Gross Expense Ratio | 1.48 | 1.79 | 83% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 12.224 | -1.166 | -1,048% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 840M | 42.9M | 1,958% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.86 | 3.08 | 320% |
| Returns for 3 years | 87.83 | 20.02 | 439% |
| Returns for 5 years | 116.73 | 22.57 | 517% |
| Returns for 10 years | N/A | N/A | - |
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