Interact to see
Advertisement
Advertisement
NEAIX vs WCMNX
NEAIX vs WCMNX Comparison
Open Charts NEAIX vs WCMNX
Needham Aggressive Growth Institutional
Price$51.49
Change+$0.94 (+1.86%)
VolumeN/A
Net Assets774.26M
WCM Small Cap Growth Investor
Price$12.14
Change+$0.13 (+1.08%)
VolumeN/A
Net Assets42.98M
NEAIX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NEAIX vs. WCMNX commentary
Jun 07, 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: 774M vs. WCMNX (43M). NEAIX (0.00) and WCMNX (0.00) have matching dividends . NEAIX was incepted earlier than WCMNX: NEAIX (8 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 : 0.32 vs. WCMNX (-1.48). NEAIX return over 5 years is better than : 104.74 vs. WCMNX (12.35).
| NEAIX | WCMNX | NEAIX / WCMNX | |
| Total Expense Ratio | 1.20 | 1.24 | 97% |
| Annual Report Gross Expense Ratio | 1.48 | 2.04 | 73% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 3.501 | -5.359 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | 43M | 1,800% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.32 | -1.48 | -22% |
| Returns for 3 years | 56.07 | 9.78 | 573% |
| Returns for 5 years | 104.74 | 12.35 | 848% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement