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WCMLX vs WSGAX
WCMLX vs WSGAX Comparison
Open Charts WCMLX vs WSGAX
WCM Small Cap Growth Institutional
Price$12.18
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets42.84M
Macquarie Small Cap Growth A
Price$12.63
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.12B
WCMLX vs WSGAX Comparison Chart
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WCMLX vs. WSGAX commentary
Jun 06, 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: 1.12B vs. WCMLX (42.8M). 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 (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 : 2.18 vs. WCMLX (-1.30). WCMLX return over 5 years is better than : 13.74 vs. WSGAX (-25.91).
| 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 | -5.365 | 1.200 | -447% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.8M | 1.12B | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.30 | 2.18 | -59% |
| Returns for 3 years | 12.58 | 0.80 | 1,579% |
| Returns for 5 years | 13.74 | -25.91 | -53% |
| Returns for 10 years | N/A | -31.70 | - |
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