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NEAIX vs WCMNX
NEAIX vs WCMNX Comparison
Open Charts NEAIX vs WCMNX
Needham Aggressive Growth Institutional
Price$40.36
Change-$3.56 (-8.11%)
VolumeN/A
Net Assets680.92M
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
NEAIX vs WCMNX Comparison Chart
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NEAIX vs. WCMNX commentary
Apr 04, 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NEAIX has more cash in the bank: 681M vs. WCMNX (41.6M). 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 annual gain was more profitable for investors over the last year : -10.22 vs. NEAIX (-12.48). NEAIX return over 5 years is better than : 147.44 vs. WCMNX (60.98).
| NEAIX | WCMNX | NEAIX / WCMNX | |
| Total Expense Ratio | 1.22 | 1.24 | 98% |
| Annual Report Gross Expense Ratio | 1.56 | 2.11 | 74% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -10.074 | -9.299 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 681M | 41.6M | 1,637% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -12.48 | -10.22 | 122% |
| Returns for 3 years | 21.39 | -7.10 | -301% |
| Returns for 5 years | 147.44 | 60.98 | 242% |
| Returns for 10 years | N/A | N/A | - |
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