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WCMLX vs WSGRX
WCMLX vs WSGRX Comparison
Open Charts WCMLX vs WSGRX
WCM Small Cap Growth Institutional
Price$13.78
Change+$0.21 (+1.55%)
VolumeN/A
Net Assets42.34M
Macquarie Small Cap Growth R
Price$12.06
Change+$0.14 (+1.17%)
VolumeN/A
Net Assets1.26B
WCMLX vs WSGRX Comparison Chart
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WCMLX vs. WSGRX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WSGRX has more cash in the bank: 1.26B vs. WCMLX (42.3M). 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 (10.78) and WSGRX (10.44) have marching annual gain over last year. WCMLX return over 5 years is better than : 28.63 vs. WSGRX (-27.67).
| 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 | 5.521 | 3.253 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.3M | 1.26B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.78 | 10.44 | 103% |
| Returns for 3 years | 10.33 | -9.05 | -114% |
| Returns for 5 years | 28.63 | -27.67 | -103% |
| Returns for 10 years | N/A | -29.32 | - |
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