NBGEX
Price
$56.16
Change
-$5.97 (-9.61%)
Updated
Feb 3 closing price
Net Assets
8.49B
WCMNX
Price
$14.42
Change
+$0.82 (+6.03%)
Updated
Feb 3 closing price
Net Assets
47.08M
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NBGEX vs WCMNX

Header iconNBGEX vs WCMNX Comparison
Open Charts NBGEX vs WCMNXBanner chart's image
Neuberger Genesis Tr
Price$56.16
Change-$5.97 (-9.61%)
VolumeN/A
Net Assets8.49B
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
NBGEX vs WCMNX Comparison Chart in %
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NBGEX vs. WCMNX commentary
Feb 04, 2026

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 NBGEX is a Hold and WCMNX is a Hold.

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FUNDAMENTALS
Fundamentals
NBGEX has more cash in the bank: 8.49B vs. WCMNX (47.1M). NBGEX pays higher dividends than WCMNX: NBGEX (0.09) vs WCMNX (0.00). NBGEX was incepted earlier than WCMNX: NBGEX (32 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than NBGEX (1.09). WCMNX is a more actively managed with annual turnover of: 83.00 vs. NBGEX (23.00). NBGEX has a lower initial minimum investment than WCMNX: NBGEX (0) vs WCMNX (1000). WCMNX annual gain was more profitable for investors over the last year : 8.34 vs. NBGEX (-13.16). WCMNX return over 5 years is better than : -6.49 vs. NBGEX (-24.59).
NBGEXWCMNXNBGEX / WCMNX
Total Expense Ratio1.091.2488%
Annual Report Gross Expense Ratio1.092.0453%
Fund Existence32 years6 years-
Gain YTD5.4056.42184%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.49B47.1M18,034%
Annual Yield % from dividends0.090.00-
Returns for 1 year-13.168.34-158%
Returns for 3 years-7.4418.68-40%
Returns for 5 years-24.59-6.49379%
Returns for 10 years21.76N/A-
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