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NRGSX vs WCMLX
NRGSX vs WCMLX Comparison
Open Charts NRGSX vs WCMLX
Neuberger Berman Genesis R6
Price$67.53
Change-$0.44 (-0.65%)
VolumeN/A
Net Assets10.64B
WCM Small Cap Growth Institutional
Price$13.79
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets42.84M
NRGSX vs WCMLX Comparison Chart
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NRGSX vs. WCMLX commentary
Jan 24, 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: 10.6B vs. WCMLX (42.8M). 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 : 12.11 vs. WCMLX (11.39). WCMLX return over 5 years is better than : 28.64 vs. NRGSX (14.00).
| 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 | 3.336 | 7.232 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 42.8M | 24,766% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | 12.11 | 11.39 | 106% |
| Returns for 3 years | 3.14 | 15.01 | 21% |
| Returns for 5 years | 14.00 | 28.64 | 49% |
| Returns for 10 years | 22.80 | N/A | - |
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