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WCMLX vs WSGAX
WCMLX vs WSGAX Comparison
Open Charts WCMLX vs WSGAX
WCM Small Cap Growth Institutional
Price$13.33
Change-$0.35 (-2.56%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Small Cap Growth A
Price$13.26
Change-$0.22 (-1.63%)
VolumeN/A
CapitalizationN/A
WCMLX vs WSGAX Comparison Chart
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WCMLX vs. WSGAX commentary
Nov 18, 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 WSGAX is a Sell.
FUNDAMENTALS
Fundamentals
WSGAX has more cash in the bank: 1.29B vs. WCMLX (40.7M). WCMLX (0.00) and WSGAX (0.00) have matching dividends . WCMLX was incepted earlier than WSGAX: WCMLX (5 years) vs WSGAX (24 years). WSGAX is a more actively managed with annual turnover of: 51.00 vs. WCMLX (48.00). WSGAX has a lower initial minimum investment than WCMLX: WSGAX (1000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 20.96 vs. WSGAX (19.68). WCMLX return over 5 years is better than : 30.30 vs. WSGAX (-23.27).
| WCMLX | WSGAX | WCMLX / WSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 8.110 | 14.508 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7M | 1.29B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 20.96 | 19.68 | 107% |
| Returns for 3 years | -17.51 | -43.94 | 40% |
| Returns for 5 years | 30.30 | -23.27 | -130% |
| Returns for 10 years | N/A | -26.60 | - |
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