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NEAIX vs WCMNX
NEAIX vs WCMNX Comparison
Open Charts NEAIX vs WCMNX
Needham Aggressive Growth Institutional
Price$50.87
Change-$0.59 (-1.15%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.72
Change-$0.50 (-3.78%)
VolumeN/A
CapitalizationN/A
NEAIX vs WCMNX Comparison Chart
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NEAIX vs. WCMNX commentary
Dec 19, 2024
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: 856M vs. WCMNX (41.8M). NEAIX (0.00) and WCMNX (0.00) have matching dividends . NEAIX was incepted earlier than WCMNX: NEAIX (8 years) vs WCMNX (5 years). 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). NEAIX annual gain was more profitable for investors over the last year : 23.11 vs. WCMNX (10.72). NEAIX return over 5 years is better than : 134.66 vs. WCMNX (27.12).
| NEAIX | WCMNX | NEAIX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 21.025 | 8.361 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 856M | 41.8M | 2,048% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 23.11 | 10.72 | 216% |
| Returns for 3 years | 28.97 | -0.45 | -6,413% |
| Returns for 5 years | 134.66 | 27.12 | 497% |
| Returns for 10 years | N/A | N/A | - |
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