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NNLEX vs WCMNX
NNLEX vs WCMNX Comparison
Open Charts NNLEX vs WCMNX
Nicholas Limited Edition N
Price$24.28
Change+$1.76 (+7.82%)
VolumeN/A
Net Assets406.66M
WCM Small Cap Growth Investor
Price$10.93
Change+$1.05 (+10.63%)
VolumeN/A
Net Assets36.21M
NNLEX vs WCMNX Comparison Chart
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NNLEX 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 NNLEX is a Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NNLEX has more cash in the bank: 407M vs. WCMNX (36.2M). NNLEX (0.00) and WCMNX (0.00) have matching dividends . NNLEX was incepted earlier than WCMNX: NNLEX (20 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than NNLEX (0.90). WCMNX is a more actively managed with annual turnover of: 48.00 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 : -12.37 vs. WCMNX (-23.23). WCMNX return over 5 years is better than : 15.96 vs. NNLEX (3.40).
| NNLEX | WCMNX | NNLEX / WCMNX | |
| Total Expense Ratio | 0.90 | 1.24 | 73% |
| Annual Report Gross Expense Ratio | 0.90 | 2.11 | 43% |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | -16.127 | -22.143 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000 | 50% |
| 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 | -23.23 | 53% |
| Returns for 3 years | -16.56 | -15.70 | 105% |
| Returns for 5 years | 3.40 | 15.96 | 21% |
| Returns for 10 years | -12.92 | N/A | - |
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