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NESIX vs WCMLX
NESIX vs WCMLX Comparison
Open Charts NESIX vs WCMLX
Needham Small Cap Growth Institutional
Price$15.45
Change+$1.78 (+13.02%)
VolumeN/A
Net Assets103.77M
WCM Small Cap Growth Institutional
Price$11.08
Change+$1.06 (+10.58%)
VolumeN/A
Net Assets36.21M
NESIX vs WCMLX Comparison Chart
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NESIX vs. WCMLX commentary
Apr 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 NESIX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NESIX has more cash in the bank: 104M vs. WCMLX (36.2M). NESIX (0.00) and WCMLX (0.00) have matching dividends . NESIX was incepted earlier than WCMLX: NESIX (8 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than NESIX (1.61). 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 (-22.55) and WCMLX (-23.04) have marching annual gain over last year. WCMLX return over 5 years is better than : 17.47 vs. NESIX (-18.09).
| NESIX | WCMLX | NESIX / WCMLX | |
| Total Expense Ratio | 1.22 | 0.99 | 123% |
| Annual Report Gross Expense Ratio | 1.61 | 1.86 | 87% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -30.644 | -22.084 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 36.2M | 287% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -22.55 | -23.04 | 98% |
| Returns for 3 years | -32.63 | -15.01 | 217% |
| Returns for 5 years | -18.09 | 17.47 | -104% |
| Returns for 10 years | N/A | N/A | - |
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