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WCMLX vs WSGAX
WCMLX vs WSGAX Comparison
Open Charts WCMLX vs WSGAX
WCM Small Cap Growth Institutional
Price$12.58
Change-$0.19 (-1.49%)
VolumeN/A
Net Assets43.04M
Macquarie Small Cap Growth A
Price$12.78
Change-$0.18 (-1.39%)
VolumeN/A
Net Assets1.09B
WCMLX vs WSGAX Comparison Chart in %
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WCMLX vs. WSGAX commentary
Jul 16, 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: 1.1B vs. WCMLX (43M). 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 (-1.92) and WCMLX (-1.92) have marching annual gain over last year. WCMLX return over 5 years is better than : 21.04 vs. WSGAX (-25.88).
| 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 | -0.700 | 2.240 | -31% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43M | 1.1B | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.92 | -1.92 | 100% |
| Returns for 3 years | 23.14 | 10.75 | 215% |
| Returns for 5 years | 21.04 | -25.88 | -81% |
| Returns for 10 years | N/A | -32.48 | - |
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