Ad is loading...
WCMNX vs WRGCX
WCMNX vs WRGCX Comparison
Open Charts WCMNX vs WRGCX
WCM Small Cap Growth Investor
Price$10.93
Change+$1.05 (+10.63%)
VolumeN/A
Net Assets36.21M
Macquarie Small Cap Growth C
Price$5.72
Change+$0.52 (+10.00%)
VolumeN/A
Net Assets926.7M
WCMNX vs WRGCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
WCMNX vs. WRGCX commentary
Apr 11, 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 WCMNX is a StrongBuy and WRGCX is a Buy.
FUNDAMENTALS
Fundamentals
WRGCX has more cash in the bank: 927M vs. WCMNX (36.2M). WCMNX (0.00) and WRGCX (0.00) have matching dividends . WCMNX was incepted earlier than WRGCX: WCMNX (5 years) vs WRGCX (33 years). WCMNX (2.11) is less costly to investors than WRGCX (2.00). WRGCX is a more actively managed with annual turnover of: 55.00 vs. WCMNX (48.00). WCMNX (1000) and WRGCX (1000) have matching initial minimum investment requirements. WCMNX annual gain was more profitable for investors over the last year : -23.23 vs. WRGCX (-24.75). WCMNX return over 5 years is better than : 15.96 vs. WRGCX (-50.18).
| WCMNX | WRGCX | WCMNX / WRGCX | |
| Total Expense Ratio | 1.24 | 1.88 | 66% |
| Annual Report Gross Expense Ratio | 2.11 | 2.00 | 106% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | -22.143 | -19.255 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.2M | 927M | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -23.23 | -24.75 | 94% |
| Returns for 3 years | -15.70 | -36.59 | 43% |
| Returns for 5 years | 15.96 | -50.18 | -32% |
| Returns for 10 years | N/A | -68.25 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers