Interact to see
Advertisement
Advertisement
WCMLX vs WSGAX
WCMLX vs WSGAX Comparison
Open Charts WCMLX vs WSGAX
WCM Small Cap Growth Institutional
Price$13.95
Change+$0.21 (+1.53%)
VolumeN/A
Net Assets43.69M
Macquarie Small Cap Growth A
Price$13.93
Change+$0.20 (+1.46%)
VolumeN/A
Net Assets1.09B
WCMLX vs WSGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
WCMLX vs. WSGAX commentary
Oct 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 Hold and WSGAX is a Buy.
FUNDAMENTALS
Fundamentals
WSGAX has more cash in the bank: 1.09B vs. WCMLX (43.7M). WCMLX (0.00) and WSGAX (0.00) have matching dividends . WCMLX was incepted earlier than WSGAX: WCMLX (6 years) vs WSGAX (25 years). WCMLX (1.79) is less costly to investors than WSGAX (1.25). WCMLX is a more actively managed with annual turnover of: 83.00 vs. WSGAX (76.00). WSGAX has a lower initial minimum investment than WCMLX: WSGAX (1000) vs WCMLX (100000). WSGAX annual gain was more profitable for investors over the last year : 5.86 vs. WCMLX (4.73). WCMLX return over 5 years is better than : 12.53 vs. WSGAX (-30.96).
| WCMLX | WSGAX | WCMLX / WSGAX | |
| Total Expense Ratio | 0.99 | 1.13 | 88% |
| Annual Report Gross Expense Ratio | 1.79 | 1.25 | 143% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 6.843 | 9.840 | 70% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7M | 1.09B | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.73 | 5.86 | 81% |
| Returns for 3 years | 34.97 | 18.06 | 194% |
| Returns for 5 years | 12.53 | -30.96 | -40% |
| Returns for 10 years | N/A | -20.83 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement