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NESIX vs WCMNX
NESIX vs WCMNX Comparison
Open Charts NESIX vs WCMNX
Needham Small Cap Growth Institutional
Price$15.45
Change+$1.78 (+13.02%)
VolumeN/A
Net Assets103.77M
WCM Small Cap Growth Investor
Price$10.93
Change+$1.05 (+10.63%)
VolumeN/A
Net Assets36.21M
NESIX vs WCMNX Comparison Chart
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NESIX vs. WCMNX commentary
Apr 11, 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: 104M vs. WCMNX (36.2M). NESIX (0.00) and WCMNX (0.00) have matching dividends . NESIX was incepted earlier than WCMNX: NESIX (8 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than NESIX (1.61). 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 (-22.55) and WCMNX (-23.23) have marching annual gain over last year. WCMNX return over 5 years is better than : 15.96 vs. NESIX (-18.09).
| NESIX | WCMNX | NESIX / WCMNX | |
| Total Expense Ratio | 1.22 | 1.24 | 98% |
| Annual Report Gross Expense Ratio | 1.61 | 2.11 | 76% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -30.644 | -22.143 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 36.2M | 287% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -22.55 | -23.23 | 97% |
| Returns for 3 years | -32.63 | -15.70 | 208% |
| Returns for 5 years | -18.09 | 15.96 | -113% |
| Returns for 10 years | N/A | N/A | - |
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