Interact to see
Advertisement
Advertisement
NESIX vs WCMLX
NESIX vs WCMLX Comparison
Open Charts NESIX vs WCMLX
Needham Small Cap Growth Institutional
Price$22.27
Change+$0.43 (+1.97%)
VolumeN/A
Net Assets153.06M
WCM Small Cap Growth Institutional
Price$13.95
Change+$0.21 (+1.53%)
VolumeN/A
Net Assets44.33M
NESIX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NESIX vs. WCMLX commentary
Oct 10, 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: 153M vs. WCMLX (44.3M). 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 : 14.83 vs. WCMLX (4.73). WCMLX return over 5 years is better than : 12.53 vs. NESIX (-9.38).
| 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 | 10.807 | 6.843 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 44.3M | 345% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.83 | 4.73 | 314% |
| Returns for 3 years | 40.54 | 34.97 | 116% |
| Returns for 5 years | -9.38 | 12.53 | -75% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers