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WCMLX vs WSGAX
WCMLX vs WSGAX Comparison
Open Charts WCMLX vs WSGAX
WCM Small Cap Growth Institutional
Price$12.84
Change-$0.08 (-0.62%)
VolumeN/A
Net Assets43.03M
Macquarie Small Cap Growth A
Price$12.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.07B
WCMLX vs WSGAX Comparison Chart in %
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WCMLX vs. WSGAX commentary
Aug 10, 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: 1.07B vs. WCMLX (43M). 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 (76.00). WSGAX has a lower initial minimum investment than WCMLX: WSGAX (1000) vs WCMLX (100000). WCMLX (3.46) and WSGAX (3.37) have marching annual gain over last year. WCMLX return over 5 years is better than : 14.44 vs. WSGAX (-30.94).
| 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 | -0.156 | 3.200 | -5% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43M | 1.07B | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.46 | 3.37 | 103% |
| Returns for 3 years | 12.83 | 0.23 | 5,504% |
| Returns for 5 years | 14.44 | -30.94 | -47% |
| Returns for 10 years | N/A | -30.83 | - |
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