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NBGIX vs WCMLX
NBGIX vs WCMLX Comparison
Open Charts NBGIX vs WCMLX
Neuberger Genesis Instl
Price$55.08
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets8.21B
WCM Small Cap Growth Institutional
Price$14.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets44.65M
NBGIX vs WCMLX Comparison Chart in %
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NBGIX vs. WCMLX commentary
Dec 27, 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 NBGIX is a StrongBuy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
NBGIX has more cash in the bank: 8.21B vs. WCMLX (44.7M). NBGIX (0.00) and WCMLX (0.00) have matching dividends . NBGIX was incepted earlier than WCMLX: NBGIX (27 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than NBGIX (0.84). WCMLX is a more actively managed with annual turnover of: 83.00 vs. NBGIX (23.00). WCMLX has a lower initial minimum investment than NBGIX: WCMLX (100000) vs NBGIX (1000000). WCMLX annual gain was more profitable for investors over the last year : 8.14 vs. NBGIX (-17.07). WCMLX return over 5 years is better than : -4.02 vs. NBGIX (-21.32).
| NBGIX | WCMLX | NBGIX / WCMLX | |
| Total Expense Ratio | 0.84 | 0.99 | 85% |
| Annual Report Gross Expense Ratio | 0.84 | 1.79 | 47% |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | -15.767 | 9.487 | -166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.21B | 44.7M | 18,367% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -17.07 | 8.14 | -210% |
| Returns for 3 years | 1.13 | 33.08 | 3% |
| Returns for 5 years | -21.32 | -4.02 | 530% |
| Returns for 10 years | 7.35 | N/A | - |
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