Interact to see
Advertisement
Advertisement
NPSGX vs WCMLX
NPSGX vs WCMLX Comparison
Open Charts NPSGX vs WCMLX
Nicholas Partners Small Cap Gr Instl
Price$16.82
Change+$0.48 (+2.94%)
VolumeN/A
Net Assets118.46M
WCM Small Cap Growth Institutional
Price$13.29
Change+$0.51 (+3.99%)
VolumeN/A
Net Assets42.82M
NPSGX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NPSGX vs. WCMLX commentary
Aug 13, 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: 118M vs. WCMLX (42.8M). NPSGX pays higher dividends than WCMLX: NPSGX (0.80) vs WCMLX (0.00). NPSGX was incepted earlier than WCMLX: NPSGX (7 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: 138.00 vs. WCMLX (83.00). 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 : 8.10 vs. WCMLX (3.82). WCMLX (13.40) and NPSGX (12.76) have equivalent 5 years return.
| NPSGX | WCMLX | NPSGX / WCMLX | |
| Total Expense Ratio | 0.99 | 0.99 | 100% |
| Annual Report Gross Expense Ratio | 1.08 | 1.79 | 60% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 2.962 | -0.622 | -476% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 42.8M | 276% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 8.10 | 3.82 | 212% |
| Returns for 3 years | 23.50 | 6.23 | 377% |
| Returns for 5 years | 12.76 | 13.40 | 95% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement