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WCMLX vs WSGAX
WCMLX vs WSGAX Comparison
Open Charts WCMLX vs WSGAX
WCM Small Cap Growth Institutional
Price$13.15
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets41.26M
Macquarie Small Cap Growth A
Price$13.69
Change+$0.10 (+0.74%)
VolumeN/A
Net Assets1.05B
WCMLX vs WSGAX Comparison Chart in %
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WCMLX vs. WSGAX commentary
Nov 20, 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 Hold and WSGAX is a Hold.
FUNDAMENTALS
Fundamentals
WSGAX has more cash in the bank: 1.05B vs. WCMLX (41.3M). 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 (1.29). 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 annual gain was more profitable for investors over the last year : 1.33 vs. WCMLX (-3.04). WCMLX return over 5 years is better than : -0.83 vs. WSGAX (-33.77).
| WCMLX | WSGAX | WCMLX / WSGAX | |
| Total Expense Ratio | 0.99 | 1.13 | 88% |
| Annual Report Gross Expense Ratio | 1.79 | 1.29 | 139% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 1.788 | 9.520 | 19% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.3M | 1.05B | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.04 | 1.33 | -228% |
| Returns for 3 years | 21.43 | 14.08 | 152% |
| Returns for 5 years | -0.83 | -33.77 | 2% |
| Returns for 10 years | N/A | -23.55 | - |