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NRGSX vs WCMNX
NRGSX vs WCMNX Comparison
Open Charts NRGSX vs WCMNX
Neuberger Berman Genesis R6
Price$67.53
Change-$0.44 (-0.65%)
VolumeN/A
Net Assets10.64B
WCM Small Cap Growth Investor
Price$13.61
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets42.84M
NRGSX vs WCMNX Comparison Chart
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NRGSX vs. WCMNX commentary
Jan 24, 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: 10.6B vs. WCMNX (42.8M). 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 : 12.11 vs. WCMNX (11.19). WCMNX return over 5 years is better than : 27.08 vs. NRGSX (14.00).
| 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 | 3.336 | 7.250 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 42.8M | 24,766% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | 12.11 | 11.19 | 108% |
| Returns for 3 years | 3.14 | 14.08 | 22% |
| Returns for 5 years | 14.00 | 27.08 | 52% |
| Returns for 10 years | 22.80 | N/A | - |
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