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WCMNX vs WSGRX
WCMNX vs WSGRX Comparison
Open Charts WCMNX vs WSGRX
WCM Small Cap Growth Investor
Price$12.72
Change-$0.50 (-3.78%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Small Cap Growth R
Price$11.68
Change-$0.49 (-4.03%)
VolumeN/A
CapitalizationN/A
WCMNX vs WSGRX Comparison Chart
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WCMNX vs. WSGRX commentary
Dec 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WSGRX has more cash in the bank: 1.31B vs. WCMNX (41.8M). 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). WSGRX annual gain was more profitable for investors over the last year : 13.31 vs. WCMNX (10.72). WCMNX return over 5 years is better than : 27.12 vs. WSGRX (-25.68).
| 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 | 8.361 | 11.754 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8M | 1.31B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.72 | 13.31 | 81% |
| Returns for 3 years | -0.45 | -14.78 | 3% |
| Returns for 5 years | 27.12 | -25.68 | -106% |
| Returns for 10 years | N/A | -29.37 | - |