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WCMLX vs WGROX
WCMLX vs WGROX Comparison
Open Charts WCMLX vs WGROX
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
WCMLX vs WGROX Comparison Chart
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WCMLX vs. WGROX 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 WGROX is a Buy.
FUNDAMENTALS
Fundamentals
WGROX has more cash in the bank: 4.25B vs. WCMLX (42.1M). WCMLX (0.00) and WGROX (0.00) have matching dividends . WCMLX was incepted earlier than WGROX: WCMLX (6 years) vs WGROX (38 years). WCMLX (1.86) is less costly to investors than WGROX (1.17). WCMLX is a more actively managed with annual turnover of: 83.00 vs. WGROX (33.00). WGROX has a lower initial minimum investment than WCMLX: WGROX (2000) vs WCMLX (100000). WCMLX (-6.86) and WGROX (-6.97) have marching annual gain over last year. WGROX return over 5 years is better than : 23.59 vs. WCMLX (21.31).
| WCMLX | WGROX | WCMLX / WGROX | |
| Total Expense Ratio | 0.99 | 1.17 | 85% |
| Annual Report Gross Expense Ratio | 1.86 | 1.17 | 159% |
| Fund Existence | 6 years | 38 years | - |
| Gain YTD | -9.253 | -10.582 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.1M | 4.25B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.86 | -6.97 | 98% |
| Returns for 3 years | 15.89 | 16.35 | 97% |
| Returns for 5 years | 21.31 | 23.59 | 90% |
| Returns for 10 years | N/A | 32.30 | - |
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