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NPSGX vs WCMNX
NPSGX vs WCMNX Comparison
Open Charts NPSGX vs WCMNX
Nicholas Partners Small Cap Gr Instl
Price$16.82
Change+$0.48 (+2.94%)
VolumeN/A
Net Assets118.46M
WCM Small Cap Growth Investor
Price$13.09
Change+$0.50 (+3.97%)
VolumeN/A
Net Assets42.82M
NPSGX vs WCMNX Comparison Chart in %
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NPSGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NPSGX has more cash in the bank: 118M vs. WCMNX (42.8M). NPSGX pays higher dividends than WCMNX: NPSGX (0.80) 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 : 8.10 vs. WCMNX (3.54). NPSGX return over 5 years is better than : 12.76 vs. WCMNX (11.81).
| 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 | 2.962 | -0.788 | -376% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| 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 | 3.54 | 229% |
| Returns for 3 years | 23.50 | 5.36 | 439% |
| Returns for 5 years | 12.76 | 11.81 | 108% |
| Returns for 10 years | N/A | N/A | - |