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WCMNX vs WSGAX
WCMNX vs WSGAX Comparison
Open Charts WCMNX vs WSGAX
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
Macquarie Small Cap Growth A
Price$12.31
Change-$0.43 (-3.38%)
VolumeN/A
Net Assets1.18B
WCMNX vs WSGAX Comparison Chart
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WCMNX vs. WSGAX commentary
Feb 23, 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 WSGAX is a Hold.
FUNDAMENTALS
Fundamentals
WSGAX has more cash in the bank: 1.18B vs. WCMNX (40.2M). WCMNX (0.00) and WSGAX (0.00) have matching dividends . WCMNX was incepted earlier than WSGAX: WCMNX (5 years) vs WSGAX (25 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 : -1.36 vs. WCMNX (-1.65). WCMNX return over 5 years is better than : 13.84 vs. WSGAX (-31.74).
| WCMNX | WSGAX | WCMNX / WSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | -1.497 | -1.520 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.2M | 1.18B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.65 | -1.36 | 121% |
| Returns for 3 years | 6.38 | -8.41 | -76% |
| Returns for 5 years | 13.84 | -31.74 | -44% |
| Returns for 10 years | N/A | -32.34 | - |