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WCMNX vs WSGAX
WCMNX vs WSGAX Comparison
Open Charts WCMNX vs WSGAX
WCM Small Cap Growth Investor
Price$13.16
Change-$0.35 (-2.59%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Small Cap Growth A
Price$13.26
Change-$0.22 (-1.63%)
VolumeN/A
CapitalizationN/A
WCMNX vs WSGAX Comparison Chart
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WCMNX vs. WSGAX commentary
Nov 18, 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 Sell.
FUNDAMENTALS
Fundamentals
WSGAX has more cash in the bank: 1.29B vs. WCMNX (40.7M). 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. WCMNX annual gain was more profitable for investors over the last year : 20.73 vs. WSGAX (19.68). WCMNX return over 5 years is better than : 28.64 vs. WSGAX (-23.27).
| 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 | 7.869 | 14.508 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7M | 1.29B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 20.73 | 19.68 | 105% |
| Returns for 3 years | -18.16 | -43.94 | 41% |
| Returns for 5 years | 28.64 | -23.27 | -123% |
| Returns for 10 years | N/A | -26.60 | - |
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