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NRGSX vs WCMNX
NRGSX vs WCMNX Comparison
Open Charts NRGSX vs WCMNX
Neuberger Berman Genesis R6
Price$65.78
Change-$0.04 (-0.06%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.77
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
NRGSX vs WCMNX Comparison Chart
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NRGSX vs. WCMNX commentary
Dec 24, 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 10.3B vs. WCMNX (40.5M). 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 : 7.32 vs. WCMNX (4.33). WCMNX return over 5 years is better than : 21.50 vs. NRGSX (12.79).
| 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 | 7.847 | 4.672 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 40.5M | 25,432% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | 7.32 | 4.33 | 169% |
| Returns for 3 years | -10.11 | -7.66 | 132% |
| Returns for 5 years | 12.79 | 21.50 | 59% |
| Returns for 10 years | 16.54 | N/A | - |
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