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WCMLX vs WSGRX
WCMLX vs WSGRX Comparison
Open Charts WCMLX vs WSGRX
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
Macquarie Small Cap Growth R
Price$11.21
Change+$0.10 (+0.90%)
VolumeN/A
Net Assets1.07B
WCMLX vs WSGRX Comparison Chart
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WCMLX vs. WSGRX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
WSGRX has more cash in the bank: 1.07B vs. WCMLX (42.1M). WCMLX (0.00) and WSGRX (0.00) have matching dividends . WCMLX was incepted earlier than WSGRX: WCMLX (6 years) vs WSGRX (19 years). WCMLX (1.86) is less costly to investors than WSGRX (1.50). WCMLX is a more actively managed with annual turnover of: 83.00 vs. WSGRX (55.00). WSGRX has a lower initial minimum investment than WCMLX: WSGRX (0) vs WCMLX (100000). WSGRX annual gain was more profitable for investors over the last year : -2.27 vs. WCMLX (-6.86). WCMLX return over 5 years is better than : 21.31 vs. WSGRX (-27.22).
| WCMLX | WSGRX | WCMLX / WSGRX | |
| Total Expense Ratio | 0.99 | 1.38 | 72% |
| Annual Report Gross Expense Ratio | 1.86 | 1.50 | 124% |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | -9.253 | -4.024 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.1M | 1.07B | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.86 | -2.27 | 303% |
| Returns for 3 years | 15.89 | 2.66 | 598% |
| Returns for 5 years | 21.31 | -27.22 | -78% |
| Returns for 10 years | N/A | -38.25 | - |
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