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CSMVX vs WCMLX
CSMVX vs WCMLX Comparison
Open Charts CSMVX vs WCMLX
Congress Small Cap Growth Retail
Price$43.49
Change+$0.10 (+0.23%)
VolumeN/A
Net Assets1.68B
WCM Small Cap Growth Institutional
Price$14.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets44.65M
CSMVX vs WCMLX Comparison Chart in %
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CSMVX vs. WCMLX commentary
Dec 26, 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 CSMVX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
CSMVX has more cash in the bank: 1.68B vs. WCMLX (44.7M). CSMVX (0.00) and WCMLX (0.00) have matching dividends . CSMVX was incepted earlier than WCMLX: CSMVX (26 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than CSMVX (1.31). WCMLX is a more actively managed with annual turnover of: 83.00 vs. CSMVX (45.00). CSMVX has a lower initial minimum investment than WCMLX: CSMVX (2000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 8.14 vs. CSMVX (6.36). CSMVX return over 5 years is better than : 32.96 vs. WCMLX (-4.02).
| CSMVX | WCMLX | CSMVX / WCMLX | |
| Total Expense Ratio | 1.25 | 0.99 | 126% |
| Annual Report Gross Expense Ratio | 1.31 | 1.79 | 73% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | 8.671 | 9.487 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 44.7M | 3,756% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.36 | 8.14 | 78% |
| Returns for 3 years | 54.38 | 33.08 | 164% |
| Returns for 5 years | 32.96 | -4.02 | -819% |
| Returns for 10 years | 98.13 | N/A | - |
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