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NBGIX vs WCMLX
NBGIX vs WCMLX Comparison
Open Charts NBGIX vs WCMLX
Neuberger Genesis Instl
Price$56.74
Change-$6.04 (-9.62%)
VolumeN/A
Net Assets8.49B
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
NBGIX vs WCMLX Comparison Chart in %
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NBGIX vs. WCMLX commentary
Feb 05, 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 NBGIX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
NBGIX has more cash in the bank: 8.49B vs. WCMLX (47.1M). NBGIX pays higher dividends than WCMLX: NBGIX (0.32) vs WCMLX (0.00). 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 : 8.52 vs. NBGIX (-12.84). WCMLX return over 5 years is better than : -5.30 vs. NBGIX (-23.46).
| 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 | 5.425 | 6.395 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.49B | 47.1M | 18,034% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | -12.84 | 8.52 | -151% |
| Returns for 3 years | -6.59 | 19.51 | -34% |
| Returns for 5 years | -23.46 | -5.30 | 442% |
| Returns for 10 years | 23.95 | N/A | - |
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