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WCMLX vs WSGRX
WCMLX vs WSGRX Comparison
Open Charts WCMLX vs WSGRX
WCM Small Cap Growth Institutional
Price$10.31
Change-$0.50 (-4.63%)
VolumeN/A
Net Assets36.73M
Macquarie Small Cap Growth R
Price$9.65
Change-$0.50 (-4.93%)
VolumeN/A
Net Assets949.37M
WCMLX vs WSGRX Comparison Chart
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WCMLX vs. WSGRX commentary
Apr 07, 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: 949M vs. WCMLX (36.7M). WCMLX (0.00) and WSGRX (0.00) have matching dividends . WCMLX was incepted earlier than WSGRX: WCMLX (5 years) vs WSGRX (19 years). WCMLX (1.86) is less costly to investors than WSGRX (1.50). WSGRX is a more actively managed with annual turnover of: 55.00 vs. WCMLX (48.00). 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 : -18.01 vs. WCMLX (-19.39). WCMLX return over 5 years is better than : 43.99 vs. WSGRX (-18.19).
| WCMLX | WSGRX | WCMLX / WSGRX | |
| Total Expense Ratio | 0.99 | 1.38 | 72% |
| Annual Report Gross Expense Ratio | 1.86 | 1.50 | 124% |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | -19.829 | -17.380 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.7M | 949M | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -19.39 | -18.01 | 108% |
| Returns for 3 years | -15.56 | -28.78 | 54% |
| Returns for 5 years | 43.99 | -18.19 | -242% |
| Returns for 10 years | N/A | -47.56 | - |
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