Interact to see
Advertisement
Advertisement
NNLEX vs WCMLX
NNLEX vs WCMLX Comparison
Open Charts NNLEX vs WCMLX
Nicholas Limited Edition N
Price$25.78
Change+$0.22 (+0.86%)
VolumeN/A
Net Assets458.73M
WCM Small Cap Growth Institutional
Price$12.31
Change+$0.13 (+1.07%)
VolumeN/A
Net Assets42.98M
NNLEX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NNLEX vs. WCMLX commentary
Jun 07, 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 NNLEX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NNLEX has more cash in the bank: 459M vs. WCMLX (43M). NNLEX (0.00) and WCMLX (0.00) have matching dividends . NNLEX was incepted earlier than WCMLX: NNLEX (20 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than NNLEX (1.15). WCMLX is a more actively managed with annual turnover of: 83.00 vs. NNLEX (12.81). NNLEX has a lower initial minimum investment than WCMLX: NNLEX (500) vs WCMLX (100000). NNLEX annual gain was more profitable for investors over the last year : 2.82 vs. WCMLX (-1.22). WCMLX return over 5 years is better than : 13.83 vs. NNLEX (-1.31).
| NNLEX | WCMLX | NNLEX / WCMLX | |
| Total Expense Ratio | 1.15 | 0.99 | 116% |
| Annual Report Gross Expense Ratio | 1.15 | 1.79 | 64% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | -4.804 | -5.288 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 459M | 43M | 1,067% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.82 | -1.22 | -231% |
| Returns for 3 years | -1.24 | 10.63 | -12% |
| Returns for 5 years | -1.31 | 13.83 | -9% |
| Returns for 10 years | 0.20 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement