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WCMNX vs WSGAX
WCMNX vs WSGAX Comparison
Open Charts WCMNX vs WSGAX
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.83M
Macquarie Small Cap Growth A
Price$12.88
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets1.28B
WCMNX vs WSGAX Comparison Chart
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WCMNX vs. WSGAX commentary
Jan 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 StrongBuy and WSGAX is a Buy.
FUNDAMENTALS
Fundamentals
WSGAX has more cash in the bank: 1.28B 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 (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 : 12.29 vs. WCMNX (11.60). WCMNX return over 5 years is better than : 21.39 vs. WSGAX (-27.35).
| 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 | 4.649 | 3.040 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8M | 1.28B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.60 | 12.29 | 94% |
| Returns for 3 years | 6.92 | -8.65 | -80% |
| Returns for 5 years | 21.39 | -27.35 | -78% |
| Returns for 10 years | N/A | -24.03 | - |
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