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NESIX vs WCMNX
NESIX vs WCMNX Comparison
Open Charts NESIX vs WCMNX
Needham Small Cap Growth Institutional
Price$19.03
Change-$0.48 (-2.46%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.16
Change-$0.35 (-2.59%)
VolumeN/A
CapitalizationN/A
NESIX vs WCMNX Comparison Chart
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NESIX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NESIX has more cash in the bank: 161M vs. WCMNX (40.7M). 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 : 32.43 vs. WCMNX (20.73). WCMNX return over 5 years is better than : 28.64 vs. NESIX (10.51).
| 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 | 9.557 | 7.869 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | 20.73 | 156% |
| Returns for 3 years | -26.44 | -18.16 | 146% |
| Returns for 5 years | 10.51 | 28.64 | 37% |
| Returns for 10 years | N/A | N/A | - |
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