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NWSIX vs WCMLX
NWSIX vs WCMLX Comparison
Open Charts NWSIX vs WCMLX
Nationwide Small Company Growth InSvc
Price$10.57
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets85.51M
WCM Small Cap Growth Institutional
Price$10.81
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets38.8M
NWSIX vs WCMLX Comparison Chart
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NWSIX vs. WCMLX commentary
Apr 18, 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 NWSIX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NWSIX has more cash in the bank: 85.5M vs. WCMLX (38.8M). NWSIX (0.00) and WCMLX (0.00) have matching dividends . NWSIX was incepted earlier than WCMLX: NWSIX (13 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than NWSIX (1.20). WCMLX is a more actively managed with annual turnover of: 48.00 vs. NWSIX (8.89). NWSIX has a lower initial minimum investment than WCMLX: NWSIX (50000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -11.60 vs. NWSIX (-12.32). WCMLX return over 5 years is better than : 25.43 vs. NWSIX (-39.32).
| NWSIX | WCMLX | NWSIX / WCMLX | |
| Total Expense Ratio | 1.17 | 0.99 | 118% |
| Annual Report Gross Expense Ratio | 1.20 | 1.86 | 65% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | -19.880 | -15.241 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.5M | 38.8M | 220% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -12.32 | -11.60 | 106% |
| Returns for 3 years | -37.80 | -7.47 | 506% |
| Returns for 5 years | -39.32 | 25.43 | -155% |
| Returns for 10 years | -17.85 | N/A | - |
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