NBGEX
Price
$56.65
Change
+$0.28 (+0.50%)
Updated
Jan 14 closing price
Net Assets
8.57B
WCMNX
Price
$14.57
Change
+$0.05 (+0.34%)
Updated
Jan 14 closing price
Net Assets
47.47M
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NBGEX vs WCMNX

Header iconNBGEX vs WCMNX Comparison
Open Charts NBGEX vs WCMNXBanner chart's image
Neuberger Genesis Tr
Price$56.65
Change+$0.28 (+0.50%)
VolumeN/A
Net Assets8.57B
WCM Small Cap Growth Investor
Price$14.57
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets47.47M
NBGEX vs WCMNX Comparison Chart in %
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NBGEX vs. WCMNX commentary
Jan 15, 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 Buy.

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FUNDAMENTALS
Fundamentals
NBGEX has more cash in the bank: 8.57B vs. WCMNX (47.5M). NBGEX pays higher dividends than WCMNX: NBGEX (0.10) 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 : 12.95 vs. NBGEX (-12.44). WCMNX return over 5 years is better than : -3.70 vs. NBGEX (-22.92).
NBGEXWCMNXNBGEX / WCMNX
Total Expense Ratio1.091.2488%
Annual Report Gross Expense Ratio1.092.0453%
Fund Existence32 years6 years-
Gain YTD6.3257.52884%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.57B47.5M18,044%
Annual Yield % from dividends0.100.00-
Returns for 1 year-12.4412.95-96%
Returns for 3 years-1.0828.48-4%
Returns for 5 years-22.92-3.70619%
Returns for 10 years22.62N/A-
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