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WCMLX vs WSGAX
WCMLX vs WSGAX Comparison
Open Charts WCMLX vs WSGAX
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
Macquarie Small Cap Growth A
Price$12.31
Change-$0.43 (-3.38%)
VolumeN/A
Net Assets1.18B
WCMLX vs WSGAX Comparison Chart
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WCMLX vs. WSGAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
WSGAX has more cash in the bank: 1.18B vs. WCMLX (40.2M). WCMLX (0.00) and WSGAX (0.00) have matching dividends . WCMLX was incepted earlier than WSGAX: WCMLX (5 years) vs WSGAX (25 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). WSGAX (-1.36) and WCMLX (-1.40) have marching annual gain over last year. WCMLX return over 5 years is better than : 15.29 vs. WSGAX (-31.74).
| WCMLX | WSGAX | WCMLX / WSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | -1.477 | -1.520 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.2M | 1.18B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.40 | -1.36 | 103% |
| Returns for 3 years | 7.19 | -8.41 | -86% |
| Returns for 5 years | 15.29 | -31.74 | -48% |
| Returns for 10 years | N/A | -32.34 | - |
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