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VLEOX vs WCMNX
VLEOX vs WCMNX Comparison
Open Charts VLEOX vs WCMNX
Value Line Small Cap Opportunities I
Price$53.54
Change-$2.70 (-4.80%)
VolumeN/A
Net Assets694.2M
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
VLEOX vs WCMNX Comparison Chart
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VLEOX vs. WCMNX 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 VLEOX is a Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VLEOX has more cash in the bank: 694M vs. WCMNX (41.6M). VLEOX (0.00) and WCMNX (0.00) have matching dividends . VLEOX was incepted earlier than WCMNX: VLEOX (32 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than VLEOX (1.18). WCMNX is a more actively managed with annual turnover of: 48.00 vs. VLEOX (8.00). VLEOX (1000) and WCMNX (1000) have matching initial minimum investment requirements. VLEOX annual gain was more profitable for investors over the last year : -3.60 vs. WCMNX (-10.22). VLEOX return over 5 years is better than : 66.84 vs. WCMNX (60.98).
| VLEOX | WCMNX | VLEOX / WCMNX | |
| Total Expense Ratio | 1.18 | 1.24 | 95% |
| Annual Report Gross Expense Ratio | 1.18 | 2.11 | 56% |
| Fund Existence | 32 years | 5 years | - |
| Gain YTD | -9.805 | -9.299 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 41.6M | 1,668% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.60 | -10.22 | 35% |
| Returns for 3 years | 10.14 | -7.10 | -143% |
| Returns for 5 years | 66.84 | 60.98 | 110% |
| Returns for 10 years | 7.62 | N/A | - |
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