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NRGSX vs WCMNX
NRGSX vs WCMNX Comparison
Open Charts NRGSX vs WCMNX
Neuberger Berman Genesis R6
Price$62.20
Change+$0.45 (+0.73%)
VolumeN/A
Net Assets9.2B
WCM Small Cap Growth Investor
Price$12.14
Change+$0.13 (+1.08%)
VolumeN/A
Net Assets42.98M
NRGSX vs WCMNX Comparison Chart
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NRGSX vs. WCMNX commentary
Jun 07, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 9.2B vs. WCMNX (43M). NRGSX pays higher dividends than WCMNX: NRGSX (0.07) vs WCMNX (0.00). NRGSX was incepted earlier than WCMNX: NRGSX (12 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than NRGSX (0.74). WCMNX is a more actively managed with annual turnover of: 83.00 vs. NRGSX (13.00). NRGSX has a lower initial minimum investment than WCMNX: NRGSX (0) vs WCMNX (1000). NRGSX annual gain was more profitable for investors over the last year : -1.01 vs. WCMNX (-1.48). WCMNX return over 5 years is better than : 12.35 vs. NRGSX (4.23).
| NRGSX | WCMNX | NRGSX / WCMNX | |
| Total Expense Ratio | 0.74 | 1.24 | 60% |
| Annual Report Gross Expense Ratio | 0.74 | 2.04 | 36% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -5.509 | -5.359 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.2B | 43M | 21,395% |
| Annual Yield % from dividends | 0.07 | 0.00 | - |
| Returns for 1 year | -1.01 | -1.48 | 69% |
| Returns for 3 years | -0.44 | 9.78 | -5% |
| Returns for 5 years | 4.23 | 12.35 | 34% |
| Returns for 10 years | 5.80 | N/A | - |
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