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WCMLX vs WEGRX
WCMLX vs WEGRX Comparison
Open Charts WCMLX vs WEGRX
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
Allspring Emerging Growth R6
Price$12.02
Change-$0.53 (-4.22%)
VolumeN/A
Net Assets272.02M
WCMLX vs WEGRX Comparison Chart
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WCMLX vs. WEGRX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
WEGRX has more cash in the bank: 272M vs. WCMLX (40.2M). WCMLX (0.00) and WEGRX (0.00) have matching dividends . WCMLX was incepted earlier than WEGRX: WCMLX (5 years) vs WEGRX (7 years). WEGRX is a more actively managed with annual turnover of: 70.00 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 : 3.09 vs. WCMLX (-1.40). WCMLX return over 5 years is better than : 15.29 vs. WEGRX (-26.75).
| WCMLX | WEGRX | WCMLX / WEGRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | -1.477 | -2.514 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.2M | 272M | 15% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.40 | 3.09 | -45% |
| Returns for 3 years | 7.19 | -4.98 | -144% |
| Returns for 5 years | 15.29 | -26.75 | -57% |
| Returns for 10 years | N/A | N/A | - |
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