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NESIX vs WCMLX
NESIX vs WCMLX Comparison
Open Charts NESIX vs WCMLX
Needham Small Cap Growth Institutional
Price$19.78
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets137.02M
WCM Small Cap Growth Institutional
Price$13.15
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets41.26M
NESIX vs WCMLX Comparison Chart in %
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NESIX vs. WCMLX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
NESIX has more cash in the bank: 137M vs. WCMLX (41.3M). NESIX (0.00) and WCMLX (0.00) have matching dividends . NESIX was incepted earlier than WCMLX: NESIX (9 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than NESIX (1.51). WCMLX is a more actively managed with annual turnover of: 83.00 vs. NESIX (62.00). NESIX (100000) and WCMLX (100000) have matching initial minimum investment requirements. NESIX annual gain was more profitable for investors over the last year : 2.13 vs. WCMLX (-3.04). WCMLX return over 5 years is better than : -0.83 vs. NESIX (-14.50).
| NESIX | WCMLX | NESIX / WCMLX | |
| Total Expense Ratio | 1.19 | 0.99 | 120% |
| Annual Report Gross Expense Ratio | 1.51 | 1.79 | 84% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -0.101 | 1.788 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 41.3M | 332% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.13 | -3.04 | -70% |
| Returns for 3 years | 20.72 | 21.43 | 97% |
| Returns for 5 years | -14.50 | -0.83 | 1,740% |
| Returns for 10 years | N/A | N/A | - |
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