NEAIX
Price
$41.59
Change
+$1.04 (+2.56%)
Updated
Apr 23 closing price
Net Assets
628.76M
WCMNX
Price
$10.86
Change
+$0.22 (+2.07%)
Updated
Apr 23 closing price
Net Assets
38.54M
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NEAIX vs WCMNX

Header iconNEAIX vs WCMNX Comparison
Open Charts NEAIX vs WCMNXBanner chart's image
Needham Aggressive Growth Institutional
Price$41.59
Change+$1.04 (+2.56%)
VolumeN/A
Net Assets628.76M
WCM Small Cap Growth Investor
Price$10.86
Change+$0.22 (+2.07%)
VolumeN/A
Net Assets38.54M
NEAIX vs WCMNX Comparison Chart
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NEAIX vs. WCMNX commentary
Apr 24, 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 WCMNX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NEAIX has more cash in the bank: 629M vs. WCMNX (38.5M). NEAIX (0.00) and WCMNX (0.00) have matching dividends . NEAIX was incepted earlier than WCMNX: NEAIX (8 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than NEAIX (1.56). WCMNX is a more actively managed with annual turnover of: 48.00 vs. NEAIX (7.00). WCMNX has a lower initial minimum investment than NEAIX: WCMNX (1000) vs NEAIX (100000). WCMNX (-13.07) and NEAIX (-13.47) have marching annual gain over last year. NEAIX return over 5 years is better than : 93.83 vs. WCMNX (21.32).
NEAIXWCMNXNEAIX / WCMNX
Total Expense Ratio1.221.2498%
Annual Report Gross Expense Ratio1.562.1174%
Fund Existence8 years5 years-
Gain YTD-16.974-16.154105%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets629M38.5M1,634%
Annual Yield % from dividends0.000.00-
Returns for 1 year-13.47-13.07103%
Returns for 3 years24.42-6.42-380%
Returns for 5 years93.8321.32440%
Returns for 10 yearsN/AN/A-
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