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NESIX vs WCMNX
NESIX vs WCMNX Comparison
Open Charts NESIX vs WCMNX
Needham Small Cap Growth Institutional
Price$20.03
Change+$0.25 (+1.26%)
VolumeN/A
Net Assets142.51M
WCM Small Cap Growth Investor
Price$13.51
Change+$0.12 (+0.90%)
VolumeN/A
Net Assets44.98M
NESIX vs WCMNX Comparison Chart in %
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NESIX vs. WCMNX commentary
Sep 08, 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 Buy and WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
NESIX has more cash in the bank: 143M vs. WCMNX (45M). NESIX (0.00) and WCMNX (0.00) have matching dividends . NESIX was incepted earlier than WCMNX: NESIX (9 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than NESIX (1.51). WCMNX is a more actively managed with annual turnover of: 83.00 vs. NESIX (62.00). WCMNX has a lower initial minimum investment than NESIX: WCMNX (1000) vs NESIX (100000). NESIX (7.34) and WCMNX (7.31) have marching annual gain over last year. WCMNX return over 5 years is better than : 20.52 vs. NESIX (-7.23).
| NESIX | WCMNX | NESIX / WCMNX | |
| Total Expense Ratio | 1.19 | 1.24 | 96% |
| Annual Report Gross Expense Ratio | 1.51 | 2.04 | 74% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 1.624 | 6.462 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 45M | 318% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.34 | 7.31 | 100% |
| Returns for 3 years | 20.16 | 28.54 | 71% |
| Returns for 5 years | -7.23 | 20.52 | -35% |
| Returns for 10 years | N/A | N/A | - |
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