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WCMNX vs WSGAX
WCMNX vs WSGAX Comparison
Open Charts WCMNX vs WSGAX
WCM Small Cap Growth Investor
Price$13.97
Change+$0.39 (+2.87%)
VolumeN/A
Net Assets45.17M
Macquarie Small Cap Growth A
Price$14.04
Change+$0.35 (+2.56%)
VolumeN/A
Net Assets1.1B
WCMNX vs WSGAX Comparison Chart in %
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WCMNX vs. WSGAX commentary
Sep 19, 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 Hold and WSGAX is a Buy.
FUNDAMENTALS
Fundamentals
WSGAX has more cash in the bank: 1.1B vs. WCMNX (45.2M). 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 (76.00). WCMNX (1000) and WSGAX (1000) have matching initial minimum investment requirements. WCMNX annual gain was more profitable for investors over the last year : 5.35 vs. WSGAX (5.07). WCMNX return over 5 years is better than : 21.25 vs. WSGAX (-23.84).
| 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 | 7.013 | 9.520 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.2M | 1.1B | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.35 | 5.07 | 106% |
| Returns for 3 years | 26.92 | 12.40 | 217% |
| Returns for 5 years | 21.25 | -23.84 | -89% |
| Returns for 10 years | N/A | -22.95 | - |
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