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WCMNX vs WSGRX
WCMNX vs WSGRX Comparison
Open Charts WCMNX vs WSGRX
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
Macquarie Small Cap Growth R
Price$10.15
Change-$0.65 (-6.02%)
VolumeN/A
Net Assets1.06B
WCMNX vs WSGRX Comparison Chart
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WCMNX vs. WSGRX commentary
Apr 05, 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: 1.06B vs. WCMNX (41.6M). WCMNX (0.00) and WSGRX (0.00) have matching dividends . WCMNX was incepted earlier than WSGRX: WCMNX (5 years) vs WSGRX (19 years). WCMNX (2.11) is less costly to investors than WSGRX (1.50). WSGRX is a more actively managed with annual turnover of: 55.00 vs. WCMNX (48.00). 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 : -9.40 vs. WCMNX (-10.22). WCMNX return over 5 years is better than : 60.98 vs. WSGRX (-8.44).
| WCMNX | WSGRX | WCMNX / WSGRX | |
| Total Expense Ratio | 1.24 | 1.38 | 90% |
| Annual Report Gross Expense Ratio | 2.11 | 1.50 | 141% |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | -9.299 | -7.534 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.6M | 1.06B | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.22 | -9.40 | 109% |
| Returns for 3 years | -7.10 | -22.41 | 32% |
| Returns for 5 years | 60.98 | -8.44 | -723% |
| Returns for 10 years | N/A | -41.50 | - |
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