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NEAIX vs WCMNX
NEAIX vs WCMNX Comparison
Open Charts NEAIX vs WCMNX
Needham Aggressive Growth Institutional
Price$48.79
Change-$1.46 (-2.91%)
VolumeN/A
Net Assets798.47M
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
NEAIX vs WCMNX Comparison Chart
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NEAIX vs. WCMNX commentary
Feb 23, 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: 798M vs. WCMNX (40.2M). 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 : 0.70 vs. WCMNX (-1.65). NEAIX return over 5 years is better than : 112.41 vs. WCMNX (13.84).
| 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 | -0.102 | -1.497 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 40.2M | 1,985% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.70 | -1.65 | -42% |
| Returns for 3 years | 37.90 | 6.38 | 594% |
| Returns for 5 years | 112.41 | 13.84 | 812% |
| Returns for 10 years | N/A | N/A | - |
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