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WCMNX vs WSGRX
WCMNX vs WSGRX Comparison
Open Charts WCMNX vs WSGRX
WCM Small Cap Growth Investor
Price$13.09
Change-$0.09 (-0.68%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Small Cap Growth R
Price$12.46
Change-$0.04 (-0.32%)
VolumeN/A
CapitalizationN/A
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WCMNX vs WSGRX Comparison Chart
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WCMNX vs. WSGRX commentary
Sep 21, 2024
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: 1.34B vs. WCMNX (41.5M). 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 : 19.11 vs. WSGRX (16.56).
| 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 | 7.295 | 14.417 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5M | 1.34B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 19.11 | 16.56 | 115% |
| Returns for 3 years | -14.56 | -43.75 | 33% |
| Returns for 5 years | N/A | -25.50 | - |
| Returns for 10 years | N/A | -27.10 | - |