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NRGSX vs WCMLX
NRGSX vs WCMLX Comparison
Open Charts NRGSX vs WCMLX
Neuberger Berman Genesis R6
Price$65.42
Change-$0.19 (-0.29%)
VolumeN/A
Net Assets9.3B
WCM Small Cap Growth Institutional
Price$13.69
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets44.77M
NRGSX vs WCMLX Comparison Chart in %
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NRGSX vs. WCMLX commentary
Aug 30, 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 Buy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 9.3B vs. WCMLX (44.8M). 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 (1.79) is less costly to investors than NRGSX (0.74). WCMLX is a more actively managed with annual turnover of: 83.00 vs. NRGSX (13.00). NRGSX has a lower initial minimum investment than WCMLX: NRGSX (0) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 4.77 vs. NRGSX (-1.86). WCMLX return over 5 years is better than : 17.13 vs. NRGSX (4.79).
| NRGSX | WCMLX | NRGSX / WCMLX | |
| Total Expense Ratio | 0.74 | 0.99 | 75% |
| Annual Report Gross Expense Ratio | 0.74 | 1.79 | 41% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 0.398 | 5.832 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.3B | 44.8M | 20,752% |
| Annual Yield % from dividends | 0.07 | 0.00 | - |
| Returns for 1 year | -1.86 | 4.77 | -39% |
| Returns for 3 years | 5.63 | 22.83 | 25% |
| Returns for 5 years | 4.79 | 17.13 | 28% |
| Returns for 10 years | 17.70 | N/A | - |