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NRGSX vs WCMLX
NRGSX vs WCMLX Comparison
Open Charts NRGSX vs WCMLX
Neuberger Berman Genesis R6
Price$63.90
Change-$1.39 (-2.13%)
VolumeN/A
Net Assets9.89B
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
NRGSX vs WCMLX Comparison Chart
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NRGSX vs. WCMLX commentary
Feb 23, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 9.89B vs. WCMLX (40.2M). NRGSX pays higher dividends than WCMLX: NRGSX (0.26) vs WCMLX (0.00). NRGSX was incepted earlier than WCMLX: NRGSX (12 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. NRGSX (17.00). 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 : 4.24 vs. WCMLX (-1.40). WCMLX return over 5 years is better than : 15.29 vs. NRGSX (7.44).
| NRGSX | WCMLX | NRGSX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | -2.219 | -1.477 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.89B | 40.2M | 24,604% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | 4.24 | -1.40 | -302% |
| Returns for 3 years | -1.16 | 7.19 | -16% |
| Returns for 5 years | 7.44 | 15.29 | 49% |
| Returns for 10 years | 10.81 | N/A | - |
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