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NPSGX vs WCMNX
NPSGX vs WCMNX Comparison
Open Charts NPSGX vs WCMNX
Nicholas Partners Small Cap Gr Instl
Price$13.83
Change+$0.20 (+1.47%)
VolumeN/A
Net Assets98.8M
WCM Small Cap Growth Investor
Price$11.28
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets40.78M
NPSGX vs WCMNX Comparison Chart
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NPSGX vs. WCMNX commentary
Mar 12, 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NPSGX has more cash in the bank: 98.8M vs. WCMNX (40.8M). NPSGX pays higher dividends than WCMNX: NPSGX (0.85) vs WCMNX (0.00). NPSGX was incepted earlier than WCMNX: NPSGX (6 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than NPSGX (1.08). NPSGX is a more actively managed with annual turnover of: 106.00 vs. WCMNX (48.00). 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 : -9.85 vs. WCMNX (-12.92). WCMNX return over 5 years is better than : 49.14 vs. NPSGX (42.83).
| NPSGX | WCMNX | NPSGX / WCMNX | |
| Total Expense Ratio | 0.99 | 1.24 | 80% |
| Annual Report Gross Expense Ratio | 1.08 | 2.11 | 51% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | -11.090 | -11.269 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.8M | 40.8M | 242% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | -9.85 | -12.92 | 76% |
| Returns for 3 years | 3.54 | -1.05 | -336% |
| Returns for 5 years | 42.83 | 49.14 | 87% |
| Returns for 10 years | N/A | N/A | - |
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