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WCMLX vs WRGCX
WCMLX vs WRGCX Comparison
Open Charts WCMLX vs WRGCX
WCM Small Cap Growth Institutional
Price$13.99
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Small Cap Growth C
Price$7.47
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WCMLX vs WRGCX Comparison Chart
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WCMLX vs. WRGCX commentary
Nov 14, 2024
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: 1.35B vs. WCMLX (43.4M). WCMLX (0.00) and WRGCX (0.00) have matching dividends . WCMLX was incepted earlier than WRGCX: WCMLX (5 years) vs WRGCX (32 years). WRGCX is a more actively managed with annual turnover of: 51.00 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 : 26.04 vs. WRGCX (17.27). WCMLX return over 5 years is better than : 36.75 vs. WRGCX (-43.66).
| WCMLX | WRGCX | WCMLX / WRGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 13.463 | 18.196 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4M | 1.35B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 26.04 | 17.27 | 151% |
| Returns for 3 years | -13.11 | -55.33 | 24% |
| Returns for 5 years | 36.75 | -43.66 | -84% |
| Returns for 10 years | N/A | -53.51 | - |