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NPSGX vs WCMNX
NPSGX vs WCMNX Comparison
Open Charts NPSGX vs WCMNX
Nicholas Partners Small Cap Gr Instl
Price$15.91
Change-$0.07 (-0.44%)
VolumeN/A
Net Assets115.85M
WCM Small Cap Growth Investor
Price$12.60
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets43.34M
NPSGX vs WCMNX Comparison Chart in %
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NPSGX vs. WCMNX commentary
Jul 22, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NPSGX has more cash in the bank: 116M vs. WCMNX (43.3M). NPSGX pays higher dividends than WCMNX: NPSGX (0.84) vs WCMNX (0.00). NPSGX was incepted earlier than WCMNX: NPSGX (7 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than NPSGX (1.08). NPSGX is a more actively managed with annual turnover of: 138.00 vs. WCMNX (83.00). WCMNX has a lower initial minimum investment than NPSGX: WCMNX (1000) vs NPSGX (5000). NPSGX annual gain was more profitable for investors over the last year : 1.01 vs. WCMNX (-0.86). WCMNX return over 5 years is better than : 18.63 vs. NPSGX (14.10).
| NPSGX | WCMNX | NPSGX / WCMNX | |
| Total Expense Ratio | 0.99 | 1.24 | 80% |
| Annual Report Gross Expense Ratio | 1.08 | 2.04 | 53% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 0.693 | -0.158 | -440% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 43.3M | 268% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | 1.01 | -0.86 | -118% |
| Returns for 3 years | 35.62 | 17.42 | 204% |
| Returns for 5 years | 14.10 | 18.63 | 76% |
| Returns for 10 years | N/A | N/A | - |
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