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WCMLX vs WRGCX
WCMLX vs WRGCX Comparison
Open Charts WCMLX vs WRGCX
WCM Small Cap Growth Institutional
Price$11.08
Change+$1.06 (+10.58%)
VolumeN/A
Net Assets36.21M
Macquarie Small Cap Growth C
Price$5.72
Change+$0.52 (+10.00%)
VolumeN/A
Net Assets926.7M
WCMLX vs WRGCX Comparison Chart
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WCMLX vs. WRGCX 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 WRGCX is a Buy.
FUNDAMENTALS
Fundamentals
WRGCX has more cash in the bank: 927M vs. WCMLX (36.2M). WCMLX (0.00) and WRGCX (0.00) have matching dividends . WCMLX was incepted earlier than WRGCX: WCMLX (5 years) vs WRGCX (33 years). WRGCX (2.00) is less costly to investors than WCMLX (1.86). WRGCX is a more actively managed with annual turnover of: 55.00 vs. WCMLX (48.00). WRGCX has a lower initial minimum investment than WCMLX: WRGCX (1000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -23.04 vs. WRGCX (-24.75). WCMLX return over 5 years is better than : 17.47 vs. WRGCX (-50.18).
| WCMLX | WRGCX | WCMLX / WRGCX | |
| Total Expense Ratio | 0.99 | 1.88 | 53% |
| Annual Report Gross Expense Ratio | 1.86 | 2.00 | 93% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | -22.084 | -19.255 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.2M | 927M | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -23.04 | -24.75 | 93% |
| Returns for 3 years | -15.01 | -36.59 | 41% |
| Returns for 5 years | 17.47 | -50.18 | -35% |
| Returns for 10 years | N/A | -68.25 | - |
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