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WCMLX vs WSGRX
WCMLX vs WSGRX Comparison
Open Charts WCMLX vs WSGRX
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Small Cap Growth R
Price$11.68
Change-$0.49 (-4.03%)
VolumeN/A
CapitalizationN/A
WCMLX vs WSGRX Comparison Chart
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WCMLX vs. WSGRX 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 WSGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WSGRX has more cash in the bank: 1.31B vs. WCMLX (41.8M). 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). WSGRX annual gain was more profitable for investors over the last year : 13.31 vs. WCMLX (11.03). WCMLX return over 5 years is better than : 28.75 vs. WSGRX (-25.68).
| 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 | 8.597 | 11.754 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| 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 | 11.03 | 13.31 | 83% |
| Returns for 3 years | 0.30 | -14.78 | -2% |
| Returns for 5 years | 28.75 | -25.68 | -112% |
| Returns for 10 years | N/A | -29.37 | - |
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