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NPSGX vs WCMLX
NPSGX vs WCMLX Comparison
Open Charts NPSGX vs WCMLX
Nicholas Partners Small Cap Gr Instl
Price$13.88
Change+$0.35 (+2.59%)
VolumeN/A
Net Assets97.84M
WCM Small Cap Growth Institutional
Price$11.28
Change+$0.27 (+2.45%)
VolumeN/A
Net Assets39.35M
NPSGX vs WCMLX Comparison Chart
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NPSGX vs. WCMLX commentary
Apr 25, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NPSGX has more cash in the bank: 97.8M vs. WCMLX (39.3M). NPSGX pays higher dividends than WCMLX: NPSGX (0.94) 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 : -9.00 vs. WCMLX (-10.85). NPSGX (26.08) and WCMLX (25.40) have equivalent 5 years return.
| 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 | -14.745 | -14.386 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.8M | 39.3M | 249% |
| Annual Yield % from dividends | 0.94 | 0.00 | - |
| Returns for 1 year | -9.00 | -10.85 | 83% |
| Returns for 3 years | 2.11 | -5.33 | -39% |
| Returns for 5 years | 26.08 | 25.40 | 103% |
| Returns for 10 years | N/A | N/A | - |
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