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NESIX vs WCMNX
NESIX vs WCMNX Comparison
Open Charts NESIX vs WCMNX
Needham Small Cap Growth Institutional
Price$19.28
Change-$0.54 (-2.72%)
VolumeN/A
Net Assets155.67M
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
NESIX vs WCMNX Comparison Chart
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NESIX vs. WCMNX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NESIX has more cash in the bank: 156M vs. WCMNX (40.2M). 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 : 14.37 vs. WCMNX (1.49). WCMNX return over 5 years is better than : 17.49 vs. NESIX (9.50).
| 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 | 0.558 | 1.655 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 40.2M | 388% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.37 | 1.49 | 961% |
| Returns for 3 years | -4.34 | 9.79 | -44% |
| Returns for 5 years | 9.50 | 17.49 | 54% |
| Returns for 10 years | N/A | N/A | - |
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