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NESIX vs WCMNX
NESIX vs WCMNX Comparison
Open Charts NESIX vs WCMNX
Needham Small Cap Growth Institutional
Price$22.27
Change+$0.43 (+1.97%)
VolumeN/A
Net Assets153.06M
WCM Small Cap Growth Investor
Price$13.74
Change+$0.20 (+1.48%)
VolumeN/A
Net Assets43.69M
NESIX vs WCMNX Comparison Chart in %
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NESIX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
NESIX has more cash in the bank: 153M vs. WCMNX (43.7M). 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 annual gain was more profitable for investors over the last year : 14.83 vs. WCMNX (4.48). WCMNX return over 5 years is better than : 11.17 vs. NESIX (-9.38).
| 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 | 10.807 | 6.698 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 43.7M | 350% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.83 | 4.48 | 331% |
| Returns for 3 years | 40.54 | 34.06 | 119% |
| Returns for 5 years | -9.38 | 11.17 | -84% |
| Returns for 10 years | N/A | N/A | - |
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