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WCMLX vs WCMNX
WCMLX vs WCMNX Comparison
Open Charts WCMLX vs WCMNX
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
WCMLX vs WCMNX Comparison Chart
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WCMLX 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 WCMLX is a StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX (41.6M) and WCMNX (41.6M) have equal amount of cash in the bank . WCMLX (0.00) and WCMNX (0.00) have matching dividends . WCMLX was incepted earlier than WCMNX: WCMLX (5 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than WCMLX (1.86). WCMLX (48.00) and WCMNX (48.00) have comparable annual turnover. WCMNX has a lower initial minimum investment than WCMLX: WCMNX (1000) vs WCMLX (100000). WCMLX (-9.95) and WCMNX (-10.22) have marching annual gain over last year. WCMLX (62.99) and WCMNX (60.98) have equivalent 5 years return.
| WCMLX | WCMNX | WCMLX / WCMNX | |
| Total Expense Ratio | 0.99 | 1.24 | 80% |
| Annual Report Gross Expense Ratio | 1.86 | 2.11 | 88% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | -9.253 | -9.299 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.6M | 41.6M | 100% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.95 | -10.22 | 97% |
| Returns for 3 years | -6.42 | -7.10 | 90% |
| Returns for 5 years | 62.99 | 60.98 | 103% |
| Returns for 10 years | N/A | N/A | - |
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