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NNLEX vs WCMLX
NNLEX vs WCMLX Comparison
Open Charts NNLEX vs WCMLX
Nicholas Limited Edition N
Price$24.28
Change+$1.76 (+7.82%)
VolumeN/A
Net Assets406.66M
WCM Small Cap Growth Institutional
Price$11.08
Change+$1.06 (+10.58%)
VolumeN/A
Net Assets36.21M
NNLEX vs WCMLX Comparison Chart
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NNLEX vs. WCMLX 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 NNLEX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NNLEX has more cash in the bank: 407M vs. WCMLX (36.2M). NNLEX (0.00) and WCMLX (0.00) have matching dividends . NNLEX was incepted earlier than WCMLX: NNLEX (20 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than NNLEX (0.90). WCMLX is a more actively managed with annual turnover of: 48.00 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 : -12.37 vs. WCMLX (-23.04). WCMLX return over 5 years is better than : 17.47 vs. NNLEX (3.40).
| NNLEX | WCMLX | NNLEX / WCMLX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 0.90 | 1.86 | 48% |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | -16.127 | -22.084 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 407M | 36.2M | 1,124% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -12.37 | -23.04 | 54% |
| Returns for 3 years | -16.56 | -15.01 | 110% |
| Returns for 5 years | 3.40 | 17.47 | 19% |
| Returns for 10 years | -12.92 | N/A | - |
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