NRGSX
Price
$57.97
Change
-$0.19 (-0.33%)
Updated
Apr 25 closing price
Net Assets
8.74B
WCMLX
Price
$11.25
Change
-$0.03 (-0.27%)
Updated
Apr 25 closing price
Net Assets
40.18M
Ad is loading...

NRGSX vs WCMLX

Header iconNRGSX vs WCMLX Comparison
Open Charts NRGSX vs WCMLXBanner chart's image
Neuberger Berman Genesis R6
Price$57.97
Change-$0.19 (-0.33%)
VolumeN/A
Net Assets8.74B
WCM Small Cap Growth Institutional
Price$11.25
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets40.18M
NRGSX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
NRGSX vs. WCMLX commentary
Apr 28, 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 NRGSX is a Buy and WCMLX is a StrongBuy.

Ad is loading...
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.74B vs. WCMLX (40.2M). NRGSX pays higher dividends than WCMLX: NRGSX (0.07) vs WCMLX (0.00). NRGSX was incepted earlier than WCMLX: NRGSX (12 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than NRGSX (0.74). WCMLX is a more actively managed with annual turnover of: 48.00 vs. NRGSX (13.00). NRGSX has a lower initial minimum investment than WCMLX: NRGSX (0) vs WCMLX (100000). NRGSX annual gain was more profitable for investors over the last year : -5.21 vs. WCMLX (-8.09). WCMLX return over 5 years is better than : 28.13 vs. NRGSX (18.92).
NRGSXWCMLXNRGSX / WCMLX
Total Expense Ratio0.740.9975%
Annual Report Gross Expense Ratio0.741.8640%
Fund Existence12 years6 years-
Gain YTD-11.293-12.51990%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.74B40.2M21,741%
Annual Yield % from dividends0.070.00-
Returns for 1 year-5.21-8.0964%
Returns for 3 years-4.380.72-611%
Returns for 5 years18.9228.1367%
Returns for 10 years-0.95N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BTIEX142.491.04
+0.74%
DWS Equity 500 Index S
RNTTX44.760.18
+0.40%
Russell Inv International Devd Mkts M
RIDHX25.080.02
+0.08%
American Funds Income Fund of Amer R5E
OCMGX17.43-0.09
-0.51%
OCM Gold Investor
JSEQX48.27-0.27
-0.56%
JPMorgan Small Cap Equity R4