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NESIX vs WCMLX
NESIX vs WCMLX Comparison
Open Charts NESIX vs WCMLX
Needham Small Cap Growth Institutional
Price$19.74
Change-$0.75 (-3.66%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
NESIX vs WCMLX Comparison Chart
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NESIX vs. WCMLX 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 NESIX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NESIX has more cash in the bank: 171M vs. WCMLX (41.8M). NESIX (0.00) and WCMLX (0.00) have matching dividends . NESIX was incepted earlier than WCMLX: NESIX (8 years) vs WCMLX (5 years). NESIX is a more actively managed with annual turnover of: 126.00 vs. WCMLX (48.00). NESIX (100000) and WCMLX (100000) have matching initial minimum investment requirements. NESIX annual gain was more profitable for investors over the last year : 24.48 vs. WCMLX (11.03). WCMLX return over 5 years is better than : 28.75 vs. NESIX (15.37).
| NESIX | WCMLX | NESIX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 17.962 | 8.597 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 41.8M | 409% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 24.48 | 11.03 | 222% |
| Returns for 3 years | -13.65 | 0.30 | -4,557% |
| Returns for 5 years | 15.37 | 28.75 | 53% |
| Returns for 10 years | N/A | N/A | - |
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