Ad is loading...
WCMLX vs WSGRX
WCMLX vs WSGRX Comparison
Open Charts WCMLX vs WSGRX
WCM Small Cap Growth Institutional
Price$12.54
Change+$0.16 (+1.29%)
VolumeN/A
Net Assets40.12M
Macquarie Small Cap Growth R
Price$11.28
Change+$0.19 (+1.71%)
VolumeN/A
Net Assets1.15B
WCMLX vs WSGRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
WCMLX vs. WSGRX commentary
Mar 03, 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 WSGRX is a Hold.
FUNDAMENTALS
Fundamentals
WSGRX has more cash in the bank: 1.15B vs. WCMLX (40.1M). WCMLX (0.00) and WSGRX (0.00) have matching dividends . WCMLX was incepted earlier than WSGRX: WCMLX (5 years) vs WSGRX (19 years). WSGRX is a more actively managed with annual turnover of: 51.00 vs. WCMLX (48.00). WSGRX has a lower initial minimum investment than WCMLX: WSGRX (0) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -3.69 vs. WSGRX (-5.45). WCMLX return over 5 years is better than : 28.22 vs. WSGRX (-27.70).
| WCMLX | WSGRX | WCMLX / WSGRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | -2.488 | -3.425 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1M | 1.15B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.69 | -5.45 | 68% |
| Returns for 3 years | 4.24 | -13.96 | -30% |
| Returns for 5 years | 28.22 | -27.70 | -102% |
| Returns for 10 years | N/A | -37.70 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VV | 273.71 | 4.66 | +1.73% |
| Vanguard Large-Cap ETF | |||
| FNX | 115.03 | 0.98 | +0.86% |
| First Trust Mid Cap Core AlphaDEX® ETF | |||
| MHN | 10.58 | 0.07 | +0.67% |
| Blackrock Muniholdings NEW York Quality Fund | |||
| BLES | 38.27 | 0.13 | +0.35% |
| Inspire Global Hope ETF | |||
| SMCP | 32.67 | N/A | N/A |
| AlphaMark Actively Managed Small Cap ETF | |||