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WCMNX vs WRGCX
WCMNX vs WRGCX Comparison
Open Charts WCMNX vs WRGCX
WCM Small Cap Growth Investor
Price$12.72
Change-$0.50 (-3.78%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Small Cap Growth C
Price$6.44
Change-$0.27 (-4.02%)
VolumeN/A
CapitalizationN/A
WCMNX vs WRGCX Comparison Chart
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WCMNX vs. WRGCX 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 WCMNX is a StrongBuy and WRGCX is a Hold.
FUNDAMENTALS
Fundamentals
WRGCX has more cash in the bank: 1.31B vs. WCMNX (41.8M). WCMNX (0.00) and WRGCX (0.00) have matching dividends . WCMNX was incepted earlier than WRGCX: WCMNX (5 years) vs WRGCX (32 years). WRGCX is a more actively managed with annual turnover of: 51.00 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 : 4.86 vs. WRGCX (1.74). WCMNX return over 5 years is better than : 21.61 vs. WRGCX (-49.10).
| WCMNX | WRGCX | WCMNX / WRGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 4.262 | 1.899 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | 4.86 | 1.74 | 280% |
| Returns for 3 years | -4.22 | -28.44 | 15% |
| Returns for 5 years | 21.61 | -49.10 | -44% |
| Returns for 10 years | N/A | -57.39 | - |
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