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CSMVX vs WCMNX
CSMVX vs WCMNX Comparison
Open Charts CSMVX vs WCMNX
Congress Small Cap Growth Retail
Price$43.32
Change-$1.36 (-3.04%)
VolumeN/A
Net Assets1.57B
WCM Small Cap Growth Investor
Price$13.05
Change-$0.44 (-3.26%)
VolumeN/A
Net Assets41.88M
CSMVX vs WCMNX Comparison Chart in %
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CSMVX vs. WCMNX commentary
Nov 14, 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
CSMVX has more cash in the bank: 1.57B vs. WCMNX (41.9M). CSMVX (0.00) and WCMNX (0.00) have matching dividends . CSMVX was incepted earlier than WCMNX: CSMVX (26 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than CSMVX (1.31). WCMNX is a more actively managed with annual turnover of: 83.00 vs. CSMVX (45.00). WCMNX has a lower initial minimum investment than CSMVX: WCMNX (1000) vs CSMVX (2000). CSMVX annual gain was more profitable for investors over the last year : 4.05 vs. WCMNX (-3.16). CSMVX return over 5 years is better than : 44.32 vs. WCMNX (3.45).
| CSMVX | WCMNX | CSMVX / WCMNX | |
| Total Expense Ratio | 1.25 | 1.24 | 101% |
| Annual Report Gross Expense Ratio | 1.31 | 2.04 | 64% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | 11.644 | 6.304 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 41.9M | 3,742% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.05 | -3.16 | -128% |
| Returns for 3 years | 48.49 | 22.08 | 220% |
| Returns for 5 years | 44.32 | 3.45 | 1,284% |
| Returns for 10 years | 57.71 | N/A | - |
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