Ad is loading...
WCMNX vs WSGAX
WCMNX vs WSGAX Comparison
Open Charts WCMNX vs WSGAX
WCM Small Cap Growth Investor
Price$11.58
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets41.98M
Macquarie Small Cap Growth A
Price$12.03
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets1.08B
WCMNX vs WSGAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
WCMNX vs. WSGAX commentary
May 12, 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: 1.08B vs. WCMNX (42M). WCMNX (0.00) and WSGAX (0.00) have matching dividends . WCMNX was incepted earlier than WSGAX: WCMNX (6 years) vs WSGAX (25 years). WCMNX (2.11) 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 : -2.27 vs. WCMNX (-7.21). WCMNX return over 5 years is better than : 20.50 vs. WSGAX (-23.94).
| WCMNX | WSGAX | WCMNX / WSGAX | |
| Total Expense Ratio | 1.24 | 1.13 | 110% |
| Annual Report Gross Expense Ratio | 2.11 | 1.25 | 169% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -8.747 | -3.760 | 233% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42M | 1.08B | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.21 | -2.27 | 317% |
| Returns for 3 years | 14.20 | 3.62 | 393% |
| Returns for 5 years | 20.50 | -23.94 | -86% |
| Returns for 10 years | N/A | -33.88 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers