Ad is loading...
NRGSX vs WCMNX
NRGSX vs WCMNX Comparison
Open Charts NRGSX vs WCMNX
Neuberger Berman Genesis R6
Price$63.90
Change-$1.39 (-2.13%)
VolumeN/A
Net Assets9.89B
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
NRGSX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NRGSX vs. WCMNX commentary
Feb 23, 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: 9.89B vs. WCMNX (40.2M). 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 : 4.24 vs. WCMNX (-1.65). WCMNX return over 5 years is better than : 13.84 vs. NRGSX (7.44).
| 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 | -2.219 | -1.497 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.89B | 40.2M | 24,604% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | 4.24 | -1.65 | -256% |
| Returns for 3 years | -1.16 | 6.38 | -18% |
| Returns for 5 years | 7.44 | 13.84 | 54% |
| Returns for 10 years | 10.81 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers