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NEAIX vs WCMNX
NEAIX vs WCMNX Comparison
Open Charts NEAIX vs WCMNX
Needham Aggressive Growth Institutional
Price$55.91
Change+$0.39 (+0.70%)
VolumeN/A
Net Assets897.03M
WCM Small Cap Growth Investor
Price$12.65
Change-$0.09 (-0.71%)
VolumeN/A
Net Assets43.03M
NEAIX vs WCMNX Comparison Chart in %
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NEAIX vs. WCMNX commentary
Aug 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NEAIX has more cash in the bank: 897M vs. WCMNX (43M). 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 : 21.97 vs. WCMNX (3.10). NEAIX return over 5 years is better than : 100.61 vs. WCMNX (12.85).
| 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 | 14.476 | -0.315 | -4,592% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 897M | 43M | 2,086% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 21.97 | 3.10 | 709% |
| Returns for 3 years | 73.26 | 11.95 | 613% |
| Returns for 5 years | 100.61 | 12.85 | 783% |
| Returns for 10 years | N/A | N/A | - |
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