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NESIX vs WCMLX
NESIX vs WCMLX Comparison
Open Charts NESIX vs WCMLX
Needham Small Cap Growth Institutional
Price$19.03
Change-$0.48 (-2.46%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.33
Change-$0.35 (-2.56%)
VolumeN/A
CapitalizationN/A
NESIX vs WCMLX Comparison Chart
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NESIX vs. WCMLX commentary
Nov 18, 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: 161M vs. WCMLX (40.7M). 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 : 32.43 vs. WCMLX (20.96). WCMLX return over 5 years is better than : 30.30 vs. NESIX (10.51).
| 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 | 9.557 | 8.110 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 40.7M | 396% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 32.43 | 20.96 | 155% |
| Returns for 3 years | -26.44 | -17.51 | 151% |
| Returns for 5 years | 10.51 | 30.30 | 35% |
| Returns for 10 years | N/A | N/A | - |
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