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WCMLX vs WEGRX
WCMLX vs WEGRX Comparison
Open Charts WCMLX vs WEGRX
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
Allspring Emerging Growth R6
Price$11.57
Change+$0.09 (+0.78%)
VolumeN/A
Net Assets244.36M
WCMLX vs WEGRX Comparison Chart
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WCMLX vs. WEGRX commentary
May 09, 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 WEGRX is a Buy.
FUNDAMENTALS
Fundamentals
WEGRX has more cash in the bank: 244M vs. WCMLX (42.1M). WCMLX (0.00) and WEGRX (0.00) have matching dividends . WCMLX was incepted earlier than WEGRX: WCMLX (6 years) vs WEGRX (7 years). WCMLX (1.86) is less costly to investors than WEGRX (0.98). WCMLX (83.00) and WEGRX (79.00) have comparable annual turnover. WEGRX has a lower initial minimum investment than WCMLX: WEGRX (0) vs WCMLX (100000). WEGRX annual gain was more profitable for investors over the last year : -4.67 vs. WCMLX (-6.86). WCMLX return over 5 years is better than : 21.31 vs. WEGRX (-24.98).
| WCMLX | WEGRX | WCMLX / WEGRX | |
| Total Expense Ratio | 0.99 | 0.80 | 124% |
| Annual Report Gross Expense Ratio | 1.86 | 0.98 | 190% |
| Fund Existence | 6 years | 7 years | - |
| Gain YTD | -9.253 | -7.218 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.1M | 244M | 17% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.86 | -4.67 | 147% |
| Returns for 3 years | 15.89 | 5.93 | 268% |
| Returns for 5 years | 21.31 | -24.98 | -85% |
| Returns for 10 years | N/A | N/A | - |
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