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NRGSX vs WCMNX
NRGSX vs WCMNX Comparison
Open Charts NRGSX vs WCMNX
Neuberger Berman Genesis R6
Price$57.97
Change-$0.19 (-0.33%)
VolumeN/A
Net Assets8.74B
WCM Small Cap Growth Investor
Price$11.10
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets40.18M
NRGSX vs WCMNX Comparison Chart
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NRGSX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.74B vs. WCMNX (40.2M). 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 (2.11) is less costly to investors than NRGSX (0.74). WCMNX is a more actively managed with annual turnover of: 48.00 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 : -5.21 vs. WCMNX (-8.34). WCMNX return over 5 years is better than : 26.57 vs. NRGSX (18.92).
| NRGSX | WCMNX | NRGSX / WCMNX | |
| Total Expense Ratio | 0.74 | 1.24 | 60% |
| Annual Report Gross Expense Ratio | 0.74 | 2.11 | 35% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -11.293 | -12.530 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.74B | 40.2M | 21,741% |
| Annual Yield % from dividends | 0.07 | 0.00 | - |
| Returns for 1 year | -5.21 | -8.34 | 62% |
| Returns for 3 years | -4.38 | 0.00 | - |
| Returns for 5 years | 18.92 | 26.57 | 71% |
| Returns for 10 years | -0.95 | N/A | - |
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