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WCMLX vs WRGCX
WCMLX vs WRGCX Comparison
Open Charts WCMLX vs WRGCX
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Small Cap Growth C
Price$6.44
Change-$0.27 (-4.02%)
VolumeN/A
CapitalizationN/A
WCMLX vs WRGCX Comparison Chart
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WCMLX vs. WRGCX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
WRGCX has more cash in the bank: 1.31B vs. WCMLX (41.8M). 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 : 5.06 vs. WRGCX (1.74). WCMLX return over 5 years is better than : 23.14 vs. WRGCX (-49.10).
| 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 | 4.461 | 1.899 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8M | 1.31B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.06 | 1.74 | 291% |
| Returns for 3 years | -3.52 | -28.44 | 12% |
| Returns for 5 years | 23.14 | -49.10 | -47% |
| Returns for 10 years | N/A | -57.39 | - |
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