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WCMLX vs WSGAX
WCMLX vs WSGAX Comparison
Open Charts WCMLX vs WSGAX
WCM Small Cap Growth Institutional
Price$11.74
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets41.98M
Macquarie Small Cap Growth A
Price$12.03
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets1.08B
WCMLX vs WSGAX Comparison Chart
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WCMLX vs. WSGAX commentary
May 12, 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: 1.08B vs. WCMLX (42M). WCMLX (0.00) and WSGAX (0.00) have matching dividends . WCMLX was incepted earlier than WSGAX: WCMLX (6 years) vs WSGAX (25 years). WCMLX (1.86) is less costly to investors than WSGAX (1.25). WCMLX is a more actively managed with annual turnover of: 83.00 vs. WSGAX (55.00). 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 : -2.27 vs. WCMLX (-6.97). WCMLX return over 5 years is better than : 22.04 vs. WSGAX (-23.94).
| WCMLX | WSGAX | WCMLX / WSGAX | |
| Total Expense Ratio | 0.99 | 1.13 | 88% |
| Annual Report Gross Expense Ratio | 1.86 | 1.25 | 149% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -8.709 | -3.760 | 232% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42M | 1.08B | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.97 | -2.27 | 307% |
| Returns for 3 years | 14.99 | 3.62 | 414% |
| Returns for 5 years | 22.04 | -23.94 | -92% |
| Returns for 10 years | N/A | -33.88 | - |
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