Ad is loading...
WCMNX vs WSGRX
WCMNX vs WSGRX Comparison
Open Charts WCMNX vs WSGRX
WCM Small Cap Growth Investor
Price$12.38
Change+$0.16 (+1.31%)
VolumeN/A
Net Assets40.12M
Macquarie Small Cap Growth R
Price$11.28
Change+$0.19 (+1.71%)
VolumeN/A
Net Assets1.15B
WCMNX vs WSGRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
WCMNX vs. WSGRX commentary
Mar 03, 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 WSGRX is a Hold.
FUNDAMENTALS
Fundamentals
WSGRX has more cash in the bank: 1.15B vs. WCMNX (40.1M). WCMNX (0.00) and WSGRX (0.00) have matching dividends . WCMNX was incepted earlier than WSGRX: WCMNX (5 years) vs WSGRX (19 years). WSGRX is a more actively managed with annual turnover of: 51.00 vs. WCMNX (48.00). WSGRX has a lower initial minimum investment than WCMNX: WSGRX (0) vs WCMNX (1000). WCMNX annual gain was more profitable for investors over the last year : -3.88 vs. WSGRX (-5.45). WCMNX return over 5 years is better than : 26.71 vs. WSGRX (-27.70).
| WCMNX | WSGRX | WCMNX / WSGRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | -2.443 | -3.425 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1M | 1.15B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.88 | -5.45 | 71% |
| Returns for 3 years | 3.60 | -13.96 | -26% |
| Returns for 5 years | 26.71 | -27.70 | -96% |
| Returns for 10 years | N/A | -37.70 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers