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WCMNX vs WSGRX
WCMNX vs WSGRX Comparison
Open Charts WCMNX vs WSGRX
WCM Small Cap Growth Investor
Price$13.16
Change-$0.35 (-2.59%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Small Cap Growth R
Price$12.44
Change-$0.21 (-1.66%)
VolumeN/A
CapitalizationN/A
WCMNX vs WSGRX Comparison Chart
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WCMNX vs. WSGRX commentary
Nov 18, 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 Sell.
FUNDAMENTALS
Fundamentals
WSGRX has more cash in the bank: 1.29B vs. WCMNX (40.7M). 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 : 20.73 vs. WSGRX (18.93). WCMNX return over 5 years is better than : 28.64 vs. WSGRX (-26.32).
| 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 | 7.869 | 14.233 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7M | 1.29B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 20.73 | 18.93 | 110% |
| Returns for 3 years | -18.16 | -45.52 | 40% |
| Returns for 5 years | 28.64 | -26.32 | -109% |
| Returns for 10 years | N/A | -30.87 | - |
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