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WCMNX vs WSGRX
WCMNX vs WSGRX Comparison
Open Charts WCMNX vs WSGRX
WCM Small Cap Growth Investor
Price$11.64
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets42.14M
Macquarie Small Cap Growth R
Price$11.21
Change+$0.10 (+0.90%)
VolumeN/A
Net Assets1.07B
WCMNX vs WSGRX Comparison Chart
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WCMNX vs. WSGRX commentary
May 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: 1.07B vs. WCMNX (42.1M). WCMNX (0.00) and WSGRX (0.00) have matching dividends . WCMNX was incepted earlier than WSGRX: WCMNX (6 years) vs WSGRX (19 years). WCMNX (2.11) is less costly to investors than WSGRX (1.50). WCMNX is a more actively managed with annual turnover of: 83.00 vs. WSGRX (55.00). 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 : -2.27 vs. WCMNX (-7.10). WCMNX return over 5 years is better than : 19.77 vs. WSGRX (-27.22).
| WCMNX | WSGRX | WCMNX / WSGRX | |
| Total Expense Ratio | 1.24 | 1.38 | 90% |
| Annual Report Gross Expense Ratio | 2.11 | 1.50 | 141% |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | -9.299 | -4.024 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.1M | 1.07B | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.10 | -2.27 | 313% |
| Returns for 3 years | 14.99 | 2.66 | 564% |
| Returns for 5 years | 19.77 | -27.22 | -73% |
| Returns for 10 years | N/A | -38.25 | - |
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