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NESIX vs WCMNX
NESIX vs WCMNX Comparison
Open Charts NESIX vs WCMNX
Needham Small Cap Growth Institutional
Price$19.78
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets137.02M
WCM Small Cap Growth Investor
Price$12.96
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets41.26M
NESIX vs WCMNX Comparison Chart in %
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NESIX vs. WCMNX commentary
Nov 20, 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: 137M vs. WCMNX (41.3M). 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 : 2.13 vs. WCMNX (-3.30). WCMNX return over 5 years is better than : -2.13 vs. NESIX (-14.50).
| 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 | -0.101 | 1.576 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 41.3M | 332% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.13 | -3.30 | -64% |
| Returns for 3 years | 20.72 | 20.47 | 101% |
| Returns for 5 years | -14.50 | -2.13 | 682% |
| Returns for 10 years | N/A | N/A | - |
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