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NEAIX vs WCMNX
NEAIX vs WCMNX Comparison
Open Charts NEAIX vs WCMNX
Needham Aggressive Growth Institutional
Price$55.01
Change+$0.20 (+0.36%)
VolumeN/A
Net Assets840.41M
WCM Small Cap Growth Investor
Price$12.70
Change+$0.17 (+1.36%)
VolumeN/A
Net Assets42.87M
NEAIX vs WCMNX Comparison Chart in %
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NEAIX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NEAIX has more cash in the bank: 840M vs. WCMNX (42.9M). NEAIX (0.00) and WCMNX (0.00) have matching dividends . NEAIX was incepted earlier than WCMNX: NEAIX (9 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than NEAIX (1.48). WCMNX is a more actively managed with annual turnover of: 83.00 vs. NEAIX (7.00). WCMNX has a lower initial minimum investment than NEAIX: WCMNX (1000) vs NEAIX (100000). NEAIX annual gain was more profitable for investors over the last year : 9.86 vs. WCMNX (2.87). NEAIX return over 5 years is better than : 116.73 vs. WCMNX (20.95).
| NEAIX | WCMNX | NEAIX / WCMNX | |
| Total Expense Ratio | 1.20 | 1.24 | 97% |
| Annual Report Gross Expense Ratio | 1.48 | 2.04 | 73% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 12.224 | -1.261 | -969% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | 2.87 | 343% |
| Returns for 3 years | 87.83 | 19.22 | 457% |
| Returns for 5 years | 116.73 | 20.95 | 557% |
| Returns for 10 years | N/A | N/A | - |
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