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NPSGX vs WCMLX
NPSGX vs WCMLX Comparison
Open Charts NPSGX vs WCMLX
Nicholas Partners Small Cap Gr Instl
Price$14.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets106.76M
WCM Small Cap Growth Institutional
Price$12.18
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets42.84M
NPSGX vs WCMLX Comparison Chart
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NPSGX vs. WCMLX commentary
Jun 06, 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: 107M vs. WCMLX (42.8M). NPSGX pays higher dividends than WCMLX: NPSGX (0.90) vs WCMLX (0.00). NPSGX was incepted earlier than WCMLX: NPSGX (6 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than NPSGX (1.08). NPSGX is a more actively managed with annual turnover of: 106.00 vs. WCMLX (83.00). NPSGX has a lower initial minimum investment than WCMLX: NPSGX (5000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -1.30 vs. NPSGX (-4.26). WCMLX return over 5 years is better than : 13.74 vs. NPSGX (10.77).
| NPSGX | WCMLX | NPSGX / WCMLX | |
| Total Expense Ratio | 0.99 | 0.99 | 100% |
| Annual Report Gross Expense Ratio | 1.08 | 1.79 | 60% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -7.372 | -5.365 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 42.8M | 250% |
| Annual Yield % from dividends | 0.90 | 0.00 | - |
| Returns for 1 year | -4.26 | -1.30 | 328% |
| Returns for 3 years | 20.10 | 12.58 | 160% |
| Returns for 5 years | 10.77 | 13.74 | 78% |
| Returns for 10 years | N/A | N/A | - |
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