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NRGSX vs WCMNX
NRGSX vs WCMNX Comparison
Open Charts NRGSX vs WCMNX
Neuberger Berman Genesis R6
Price$63.08
Change-$0.54 (-0.85%)
VolumeN/A
Net Assets9.15B
WCM Small Cap Growth Investor
Price$12.76
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets43.97M
NRGSX vs WCMNX Comparison Chart in %
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NRGSX vs. WCMNX commentary
Aug 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: 9.15B vs. WCMNX (44M). 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). WCMNX annual gain was more profitable for investors over the last year : 6.30 vs. NRGSX (-0.97). WCMNX return over 5 years is better than : 14.45 vs. NRGSX (1.35).
| 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 | -2.647 | 1.103 | -240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.15B | 44M | 20,791% |
| Annual Yield % from dividends | 0.07 | 0.00 | - |
| Returns for 1 year | -0.97 | 6.30 | -15% |
| Returns for 3 years | -0.92 | 11.95 | -8% |
| Returns for 5 years | 1.35 | 14.45 | 9% |
| Returns for 10 years | 8.60 | N/A | - |
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