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NNLEX vs WCMNX
NNLEX vs WCMNX Comparison
Open Charts NNLEX vs WCMNX
Nicholas Limited Edition N
Price$25.78
Change+$0.22 (+0.86%)
VolumeN/A
Net Assets458.73M
WCM Small Cap Growth Investor
Price$12.14
Change+$0.13 (+1.08%)
VolumeN/A
Net Assets42.98M
NNLEX vs WCMNX Comparison Chart
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NNLEX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NNLEX has more cash in the bank: 459M vs. WCMNX (43M). NNLEX (0.00) and WCMNX (0.00) have matching dividends . NNLEX was incepted earlier than WCMNX: NNLEX (20 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than NNLEX (1.15). WCMNX is a more actively managed with annual turnover of: 83.00 vs. NNLEX (12.81). NNLEX has a lower initial minimum investment than WCMNX: NNLEX (500) vs WCMNX (1000). NNLEX annual gain was more profitable for investors over the last year : 2.82 vs. WCMNX (-1.48). WCMNX return over 5 years is better than : 12.35 vs. NNLEX (-1.31).
| NNLEX | WCMNX | NNLEX / WCMNX | |
| Total Expense Ratio | 1.15 | 1.24 | 93% |
| Annual Report Gross Expense Ratio | 1.15 | 2.04 | 56% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | -4.804 | -5.359 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| 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 | -1.48 | -191% |
| Returns for 3 years | -1.24 | 9.78 | -13% |
| Returns for 5 years | -1.31 | 12.35 | -11% |
| Returns for 10 years | 0.20 | N/A | - |
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