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NWSAX vs WCMLX
NWSAX vs WCMLX Comparison
Open Charts NWSAX vs WCMLX
Nationwide Small Company Growth A
Price$10.27
Change-$0.68 (-6.21%)
VolumeN/A
Net Assets92.99M
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
NWSAX vs WCMLX Comparison Chart
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NWSAX vs. WCMLX 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 NWSAX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NWSAX has more cash in the bank: 93M vs. WCMLX (41.6M). NWSAX (0.00) and WCMLX (0.00) have matching dividends . NWSAX was incepted earlier than WCMLX: NWSAX (13 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than NWSAX (1.36). WCMLX is a more actively managed with annual turnover of: 48.00 vs. NWSAX (8.89). NWSAX has a lower initial minimum investment than WCMLX: NWSAX (2000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -9.95 vs. NWSAX (-11.48). WCMLX return over 5 years is better than : 62.99 vs. NWSAX (-26.61).
| NWSAX | WCMLX | NWSAX / WCMLX | |
| Total Expense Ratio | 1.33 | 0.99 | 134% |
| Annual Report Gross Expense Ratio | 1.36 | 1.86 | 73% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | -14.918 | -9.253 | 161% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93M | 41.6M | 224% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -11.48 | -9.95 | 115% |
| Returns for 3 years | -40.29 | -6.42 | 628% |
| Returns for 5 years | -26.61 | 62.99 | -42% |
| Returns for 10 years | -16.03 | N/A | - |
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