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NWSAX vs WCMLX
NWSAX vs WCMLX Comparison
Open Charts NWSAX vs WCMLX
Nationwide Small Company Growth A
Price$13.04
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets112.72M
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.83M
NWSAX vs WCMLX Comparison Chart
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NWSAX vs. WCMLX commentary
Jan 19, 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: 113M vs. WCMLX (41.8M). NWSAX (0.00) and WCMLX (0.00) have matching dividends . NWSAX was incepted earlier than WCMLX: NWSAX (13 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. NWSAX (19.62). 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 : 11.89 vs. NWSAX (7.41). WCMLX return over 5 years is better than : 23.03 vs. NWSAX (-35.29).
| NWSAX | WCMLX | NWSAX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 1.321 | 4.666 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 41.8M | 270% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.41 | 11.89 | 62% |
| Returns for 3 years | -26.58 | 7.77 | -342% |
| Returns for 5 years | -35.29 | 23.03 | -153% |
| Returns for 10 years | 8.58 | N/A | - |
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