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WCMLX vs WSGAX
WCMLX vs WSGAX Comparison
Open Charts WCMLX vs WSGAX
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Small Cap Growth A
Price$12.51
Change-$0.52 (-3.99%)
VolumeN/A
CapitalizationN/A
WCMLX vs WSGAX Comparison Chart
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WCMLX vs. WSGAX commentary
Dec 19, 2024
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: 1.31B vs. WCMLX (41.8M). WCMLX (0.00) and WSGAX (0.00) have matching dividends . WCMLX was incepted earlier than WSGAX: WCMLX (5 years) vs WSGAX (24 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 annual gain was more profitable for investors over the last year : 7.84 vs. WCMLX (5.06). WCMLX return over 5 years is better than : 23.14 vs. WSGAX (-25.83).
| WCMLX | WSGAX | WCMLX / WSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 4.461 | 8.031 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8M | 1.31B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.06 | 7.84 | 64% |
| Returns for 3 years | -3.52 | -16.66 | 21% |
| Returns for 5 years | 23.14 | -25.83 | -90% |
| Returns for 10 years | N/A | -27.74 | - |
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