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RYSGX vs WCMNX
RYSGX vs WCMNX Comparison
Open Charts RYSGX vs WCMNX
Rydex S&P SmallCap 600 Pure Growth A
Price$48.60
Change+$1.21 (+2.55%)
VolumeN/A
Net Assets2.97M
WCM Small Cap Growth Investor
Price$11.57
Change+$0.31 (+2.75%)
VolumeN/A
Net Assets42.35M
RYSGX vs WCMNX Comparison Chart
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RYSGX vs. WCMNX commentary
May 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 RYSGX is a Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 42.3M vs. RYSGX (2.97M). RYSGX pays higher dividends than WCMNX: RYSGX (0.03) vs WCMNX (0.00). RYSGX was incepted earlier than WCMNX: RYSGX (21 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than RYSGX (1.59). RYSGX is a more actively managed with annual turnover of: 942.00 vs. WCMNX (83.00). WCMNX has a lower initial minimum investment than RYSGX: WCMNX (1000) vs RYSGX (2500). WCMNX annual gain was more profitable for investors over the last year : -7.78 vs. RYSGX (-11.23). WCMNX return over 5 years is better than : 26.37 vs. RYSGX (-2.20).
| RYSGX | WCMNX | RYSGX / WCMNX | |
| Total Expense Ratio | 1.55 | 1.24 | 125% |
| Annual Report Gross Expense Ratio | 1.59 | 2.11 | 75% |
| Fund Existence | 21 years | 6 years | - |
| Gain YTD | -6.841 | -11.269 | 61% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.97M | 42.3M | 7% |
| Annual Yield % from dividends | 0.03 | 0.00 | - |
| Returns for 1 year | -11.23 | -7.78 | 144% |
| Returns for 3 years | -1.02 | 0.81 | -127% |
| Returns for 5 years | -2.20 | 26.37 | -8% |
| Returns for 10 years | -17.79 | N/A | - |
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