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WCMNX vs WSGAX
WCMNX vs WSGAX Comparison
Open Charts WCMNX vs WSGAX
WCM Small Cap Growth Investor
Price$12.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.84M
Macquarie Small Cap Growth A
Price$12.63
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.12B
WCMNX vs WSGAX Comparison Chart
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WCMNX vs. WSGAX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
WSGAX has more cash in the bank: 1.12B vs. WCMNX (42.8M). WCMNX (0.00) and WSGAX (0.00) have matching dividends . WCMNX was incepted earlier than WSGAX: WCMNX (6 years) vs WSGAX (25 years). WCMNX (2.04) is less costly to investors than WSGAX (1.25). WCMNX is a more actively managed with annual turnover of: 83.00 vs. WSGAX (55.00). WCMNX (1000) and WSGAX (1000) have matching initial minimum investment requirements. WSGAX annual gain was more profitable for investors over the last year : 2.18 vs. WCMNX (-1.48). WCMNX return over 5 years is better than : 12.35 vs. WSGAX (-25.91).
| WCMNX | WSGAX | WCMNX / WSGAX | |
| Total Expense Ratio | 1.24 | 1.13 | 110% |
| Annual Report Gross Expense Ratio | 2.04 | 1.25 | 163% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -5.359 | 1.200 | -447% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.8M | 1.12B | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.48 | 2.18 | -68% |
| Returns for 3 years | 11.82 | 0.80 | 1,484% |
| Returns for 5 years | 12.35 | -25.91 | -48% |
| Returns for 10 years | N/A | -31.70 | - |
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