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NRGSX vs WCMNX
NRGSX vs WCMNX Comparison
Open Charts NRGSX vs WCMNX
Neuberger Berman Genesis R6
Price$57.35
Change-$3.80 (-6.21%)
VolumeN/A
Net Assets9.29B
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
NRGSX vs WCMNX Comparison Chart
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NRGSX vs. WCMNX commentary
Apr 04, 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: 9.29B vs. WCMNX (41.6M). NRGSX pays higher dividends than WCMNX: NRGSX (0.07) vs WCMNX (0.00). NRGSX was incepted earlier than WCMNX: NRGSX (12 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than NRGSX (0.74). WCMNX is a more actively managed with annual turnover of: 48.00 vs. NRGSX (13.00). 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 : -3.16 vs. WCMNX (-10.22). WCMNX return over 5 years is better than : 60.98 vs. NRGSX (40.93).
| NRGSX | WCMNX | NRGSX / WCMNX | |
| Total Expense Ratio | 0.74 | 1.24 | 60% |
| Annual Report Gross Expense Ratio | 0.74 | 2.11 | 35% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | -6.427 | -9.299 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.29B | 41.6M | 22,329% |
| Annual Yield % from dividends | 0.07 | 0.00 | - |
| Returns for 1 year | -3.16 | -10.22 | 31% |
| Returns for 3 years | -7.98 | -7.10 | 112% |
| Returns for 5 years | 40.93 | 60.98 | 67% |
| Returns for 10 years | 4.44 | N/A | - |
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