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WCMLX vs WEGRX
WCMLX vs WEGRX Comparison
Open Charts WCMLX vs WEGRX
WCM Small Cap Growth Institutional
Price$10.62
Change-$0.46 (-4.15%)
VolumeN/A
Net Assets39.93M
Allspring Emerging Growth R6
Price$10.57
Change-$0.32 (-2.94%)
VolumeN/A
Net Assets233.71M
WCMLX vs WEGRX Comparison Chart
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WCMLX vs. WEGRX commentary
Apr 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 WCMLX is a StrongBuy and WEGRX is a Buy.
FUNDAMENTALS
Fundamentals
WEGRX has more cash in the bank: 234M vs. WCMLX (39.9M). WCMLX (0.00) and WEGRX (0.00) have matching dividends . WCMLX was incepted earlier than WEGRX: WCMLX (5 years) vs WEGRX (7 years). WCMLX (1.86) is less costly to investors than WEGRX (0.98). WEGRX is a more actively managed with annual turnover of: 79.00 vs. WCMLX (48.00). 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 : -7.71 vs. WCMLX (-13.23). WCMLX return over 5 years is better than : 29.89 vs. WEGRX (-14.39).
| WCMLX | WEGRX | WCMLX / WEGRX | |
| Total Expense Ratio | 0.99 | 0.80 | 124% |
| Annual Report Gross Expense Ratio | 1.86 | 0.98 | 190% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | -13.841 | -11.679 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.9M | 234M | 17% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.23 | -7.71 | 172% |
| Returns for 3 years | -5.46 | -15.84 | 34% |
| Returns for 5 years | 29.89 | -14.39 | -208% |
| Returns for 10 years | N/A | N/A | - |
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