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WCMNX vs WSGRX
WCMNX vs WSGRX Comparison
Open Charts WCMNX vs WSGRX
WCM Small Cap Growth Investor
Price$12.53
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets42.63M
Macquarie Small Cap Growth R
Price$12.03
Change-$0.18 (-1.47%)
VolumeN/A
Net Assets1.11B
WCMNX vs WSGRX Comparison Chart in %
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WCMNX vs. WSGRX commentary
Jul 09, 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 Buy.
FUNDAMENTALS
Fundamentals
WSGRX has more cash in the bank: 1.11B vs. WCMNX (42.6M). WCMNX (0.00) and WSGRX (0.00) have matching dividends . WCMNX was incepted earlier than WSGRX: WCMNX (6 years) vs WSGRX (20 years). WCMNX (2.04) is less costly to investors than WSGRX (1.50). WCMNX is a more actively managed with annual turnover of: 83.00 vs. WSGRX (76.00). WSGRX has a lower initial minimum investment than WCMNX: WSGRX (0) vs WCMNX (1000). WSGRX annual gain was more profitable for investors over the last year : 3.21 vs. WCMNX (1.47). WCMNX return over 5 years is better than : 20.74 vs. WSGRX (-26.60).
| WCMNX | WSGRX | WCMNX / WSGRX | |
| Total Expense Ratio | 1.24 | 1.38 | 90% |
| Annual Report Gross Expense Ratio | 2.04 | 1.50 | 136% |
| Fund Existence | 6 years | 20 years | - |
| Gain YTD | -1.812 | 4.538 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.6M | 1.11B | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.47 | 3.21 | 46% |
| Returns for 3 years | 18.55 | 8.82 | 210% |
| Returns for 5 years | 20.74 | -26.60 | -78% |
| Returns for 10 years | N/A | -34.22 | - |
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