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WCMNX vs WSGRX
WCMNX vs WSGRX Comparison
Open Charts WCMNX vs WSGRX
WCM Small Cap Growth Investor
Price$13.69
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets44.16M
Macquarie Small Cap Growth R
Price$12.90
Change+$0.09 (+0.70%)
VolumeN/A
Net Assets1.1B
WCMNX vs WSGRX Comparison Chart in %
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WCMNX vs. WSGRX commentary
Oct 06, 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 Buy and WSGRX is a Buy.
FUNDAMENTALS
Fundamentals
WSGRX has more cash in the bank: 1.1B vs. WCMNX (44.2M). WCMNX (0.00) and WSGRX (0.00) have matching dividends . WCMNX was incepted earlier than WSGRX: WCMNX (6 years) vs WSGRX (20 years). WCMNX (2.04) is less costly to investors than WSGRX (1.50). WCMNX is a more actively managed with annual turnover of: 83.00 vs. WSGRX (76.00). 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 : 7.05 vs. WCMNX (5.96). WCMNX return over 5 years is better than : 20.19 vs. WSGRX (-28.59).
| WCMNX | WSGRX | WCMNX / WSGRX | |
| Total Expense Ratio | 1.24 | 1.38 | 90% |
| Annual Report Gross Expense Ratio | 2.04 | 1.50 | 136% |
| Fund Existence | 6 years | 20 years | - |
| Gain YTD | 7.880 | 10.445 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.2M | 1.1B | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.96 | 7.05 | 84% |
| Returns for 3 years | 30.13 | 12.57 | 240% |
| Returns for 5 years | 20.19 | -28.59 | -71% |
| Returns for 10 years | N/A | -23.73 | - |
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