Ad is loading...
RYSGX vs WCMLX
RYSGX vs WCMLX Comparison
Open Charts RYSGX vs WCMLX
Rydex S&P SmallCap 600 Pure Growth A
Price$48.62
Change+$0.16 (+0.33%)
VolumeN/A
Net Assets2.97M
WCM Small Cap Growth Institutional
Price$11.74
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets41.98M
RYSGX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RYSGX vs. WCMLX commentary
May 11, 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 RYSGX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 42M vs. RYSGX (2.97M). RYSGX pays higher dividends than WCMLX: RYSGX (0.03) vs WCMLX (0.00). RYSGX was incepted earlier than WCMLX: RYSGX (21 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than RYSGX (1.59). RYSGX is a more actively managed with annual turnover of: 942.00 vs. WCMLX (83.00). RYSGX has a lower initial minimum investment than WCMLX: RYSGX (2500) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -6.97 vs. RYSGX (-11.16). WCMLX return over 5 years is better than : 22.04 vs. RYSGX (-5.77).
| RYSGX | WCMLX | RYSGX / WCMLX | |
| Total Expense Ratio | 1.55 | 0.99 | 157% |
| Annual Report Gross Expense Ratio | 1.59 | 1.86 | 85% |
| Fund Existence | 21 years | 6 years | - |
| Gain YTD | -4.738 | -8.709 | 54% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.97M | 42M | 7% |
| Annual Yield % from dividends | 0.03 | 0.00 | - |
| Returns for 1 year | -11.16 | -6.97 | 160% |
| Returns for 3 years | 8.03 | 14.99 | 54% |
| Returns for 5 years | -5.77 | 22.04 | -26% |
| Returns for 10 years | -17.24 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...