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NRGSX vs WCMNX
NRGSX vs WCMNX Comparison
Open Charts NRGSX vs WCMNX
Neuberger Berman Genesis R6
Price$73.45
Change+$1.19 (+1.65%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.74
Change+$0.18 (+1.33%)
VolumeN/A
CapitalizationN/A
NRGSX vs WCMNX Comparison Chart
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NRGSX vs. WCMNX commentary
Nov 23, 2024
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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 11.2B vs. WCMNX (41.9M). NRGSX pays higher dividends than WCMNX: NRGSX (0.26) vs WCMNX (0.00). NRGSX was incepted earlier than WCMNX: NRGSX (12 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. NRGSX (17.00). 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 : 25.52 vs. WCMNX (22.27). WCMNX return over 5 years is better than : 32.68 vs. NRGSX (21.36).
| NRGSX | WCMNX | NRGSX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 18.401 | 11.148 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 41.9M | 26,730% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | 25.52 | 22.27 | 115% |
| Returns for 3 years | -12.91 | -11.89 | 109% |
| Returns for 5 years | 21.36 | 32.68 | 65% |
| Returns for 10 years | 17.72 | N/A | - |
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