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NPSGX vs WCMNX
NPSGX vs WCMNX Comparison
Open Charts NPSGX vs WCMNX
Nicholas Partners Small Cap Gr Instl
Price$14.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets106.76M
WCM Small Cap Growth Investor
Price$12.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.84M
NPSGX vs WCMNX Comparison Chart
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NPSGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NPSGX has more cash in the bank: 107M vs. WCMNX (42.8M). NPSGX pays higher dividends than WCMNX: NPSGX (0.90) vs WCMNX (0.00). NPSGX was incepted earlier than WCMNX: NPSGX (6 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: 106.00 vs. WCMNX (83.00). WCMNX has a lower initial minimum investment than NPSGX: WCMNX (1000) vs NPSGX (5000). WCMNX annual gain was more profitable for investors over the last year : -1.48 vs. NPSGX (-4.26). WCMNX return over 5 years is better than : 12.35 vs. NPSGX (10.77).
| NPSGX | WCMNX | NPSGX / WCMNX | |
| Total Expense Ratio | 0.99 | 1.24 | 80% |
| Annual Report Gross Expense Ratio | 1.08 | 2.04 | 53% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -7.372 | -5.359 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| 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 | -1.48 | 288% |
| Returns for 3 years | 20.10 | 11.82 | 170% |
| Returns for 5 years | 10.77 | 12.35 | 87% |
| Returns for 10 years | N/A | N/A | - |
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