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NPSGX vs WCMLX
NPSGX vs WCMLX Comparison
Open Charts NPSGX vs WCMLX
Nicholas Partners Small Cap Gr Instl
Price$13.83
Change+$0.20 (+1.47%)
VolumeN/A
Net Assets98.8M
WCM Small Cap Growth Institutional
Price$11.43
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets40.78M
NPSGX vs WCMLX Comparison Chart
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NPSGX vs. WCMLX commentary
Mar 12, 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 NPSGX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NPSGX has more cash in the bank: 98.8M vs. WCMLX (40.8M). NPSGX pays higher dividends than WCMLX: NPSGX (0.85) vs WCMLX (0.00). NPSGX was incepted earlier than WCMLX: NPSGX (6 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than NPSGX (1.08). NPSGX is a more actively managed with annual turnover of: 106.00 vs. WCMLX (48.00). NPSGX has a lower initial minimum investment than WCMLX: NPSGX (5000) vs WCMLX (100000). NPSGX annual gain was more profitable for investors over the last year : -9.85 vs. WCMLX (-12.77). WCMLX return over 5 years is better than : 50.93 vs. NPSGX (42.83).
| NPSGX | WCMLX | NPSGX / WCMLX | |
| Total Expense Ratio | 0.99 | 0.99 | 100% |
| Annual Report Gross Expense Ratio | 1.08 | 1.86 | 58% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | -11.090 | -11.275 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.8M | 40.8M | 242% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | -9.85 | -12.77 | 77% |
| Returns for 3 years | 3.54 | -0.26 | -1,349% |
| Returns for 5 years | 42.83 | 50.93 | 84% |
| Returns for 10 years | N/A | N/A | - |
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