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NESIX vs WCMNX
NESIX vs WCMNX Comparison
Open Charts NESIX vs WCMNX
Needham Small Cap Growth Institutional
Price$19.74
Change-$0.75 (-3.66%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.72
Change-$0.50 (-3.78%)
VolumeN/A
CapitalizationN/A
NESIX vs WCMNX Comparison Chart
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NESIX vs. WCMNX commentary
Dec 19, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NESIX has more cash in the bank: 171M vs. WCMNX (41.8M). NESIX (0.00) and WCMNX (0.00) have matching dividends . NESIX was incepted earlier than WCMNX: NESIX (8 years) vs WCMNX (5 years). NESIX is a more actively managed with annual turnover of: 126.00 vs. WCMNX (48.00). WCMNX has a lower initial minimum investment than NESIX: WCMNX (1000) vs NESIX (100000). NESIX annual gain was more profitable for investors over the last year : 24.48 vs. WCMNX (10.72). WCMNX return over 5 years is better than : 27.12 vs. NESIX (15.37).
| NESIX | WCMNX | NESIX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 17.962 | 8.361 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 41.8M | 409% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 24.48 | 10.72 | 228% |
| Returns for 3 years | -13.65 | -0.45 | 3,022% |
| Returns for 5 years | 15.37 | 27.12 | 57% |
| Returns for 10 years | N/A | N/A | - |
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