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WCMLX vs WSGAX
WCMLX vs WSGAX Comparison
Open Charts WCMLX vs WSGAX
WCM Small Cap Growth Institutional
Price$10.81
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets38.8M
Macquarie Small Cap Growth A
Price$11.01
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets992.28M
WCMLX vs WSGAX Comparison Chart
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WCMLX vs. WSGAX commentary
Apr 18, 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 WSGAX is a Buy.
FUNDAMENTALS
Fundamentals
WSGAX has more cash in the bank: 992M vs. WCMLX (38.8M). WCMLX (0.00) and WSGAX (0.00) have matching dividends . WCMLX was incepted earlier than WSGAX: WCMLX (5 years) vs WSGAX (25 years). WCMLX (1.86) is less costly to investors than WSGAX (1.25). WSGAX is a more actively managed with annual turnover of: 55.00 vs. WCMLX (48.00). 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 : -8.40 vs. WCMLX (-12.36). WCMLX return over 5 years is better than : 23.25 vs. WSGAX (-22.33).
| WCMLX | WSGAX | WCMLX / WSGAX | |
| Total Expense Ratio | 0.99 | 1.13 | 88% |
| Annual Report Gross Expense Ratio | 1.86 | 1.25 | 149% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | -16.719 | -10.960 | 153% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.8M | 992M | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -12.36 | -8.40 | 147% |
| Returns for 3 years | -8.07 | -19.46 | 41% |
| Returns for 5 years | 23.25 | -22.33 | -104% |
| Returns for 10 years | N/A | -40.26 | - |
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