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WCMNX vs WSGAX
WCMNX vs WSGAX Comparison
Open Charts WCMNX vs WSGAX
WCM Small Cap Growth Investor
Price$12.72
Change-$0.50 (-3.78%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Small Cap Growth A
Price$12.51
Change-$0.52 (-3.99%)
VolumeN/A
CapitalizationN/A
WCMNX vs WSGAX Comparison Chart
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WCMNX vs. WSGAX 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 WSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WSGAX has more cash in the bank: 1.31B vs. WCMNX (41.8M). WCMNX (0.00) and WSGAX (0.00) have matching dividends . WCMNX was incepted earlier than WSGAX: WCMNX (5 years) vs WSGAX (24 years). WSGAX is a more actively managed with annual turnover of: 51.00 vs. WCMNX (48.00). WCMNX (1000) and WSGAX (1000) have matching initial minimum investment requirements. WSGAX annual gain was more profitable for investors over the last year : 7.84 vs. WCMNX (4.86). WCMNX return over 5 years is better than : 21.61 vs. WSGAX (-25.83).
| WCMNX | WSGAX | WCMNX / WSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 4.262 | 8.031 | 53% |
| 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 | 7.84 | 62% |
| Returns for 3 years | -4.22 | -16.66 | 25% |
| Returns for 5 years | 21.61 | -25.83 | -84% |
| Returns for 10 years | N/A | -27.74 | - |