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NESIX vs WCMLX
NESIX vs WCMLX Comparison
Open Charts NESIX vs WCMLX
Needham Small Cap Growth Institutional
Price$20.63
Change+$0.21 (+1.03%)
VolumeN/A
Net Assets167.1M
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.57M
NESIX vs WCMLX Comparison Chart
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NESIX vs. WCMLX commentary
Jan 18, 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 NESIX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NESIX has more cash in the bank: 167M vs. WCMLX (41.6M). 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 : 27.66 vs. WCMLX (11.89). WCMLX return over 5 years is better than : 23.03 vs. NESIX (10.97).
| 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 | 4.668 | 4.666 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 41.6M | 401% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 27.66 | 11.89 | 233% |
| Returns for 3 years | -6.69 | 7.77 | -86% |
| Returns for 5 years | 10.97 | 23.03 | 48% |
| Returns for 10 years | N/A | N/A | - |