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NBGIX vs WCMNX
NBGIX vs WCMNX Comparison
Open Charts NBGIX vs WCMNX
Neuberger Genesis Instl
Price$56.74
Change-$6.04 (-9.62%)
VolumeN/A
Net Assets8.49B
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
NBGIX vs WCMNX Comparison Chart in %
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NBGIX 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 NBGIX is a Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
NBGIX has more cash in the bank: 8.49B vs. WCMNX (47.1M). NBGIX pays higher dividends than WCMNX: NBGIX (0.32) vs WCMNX (0.00). NBGIX was incepted earlier than WCMNX: NBGIX (27 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than NBGIX (0.84). WCMNX is a more actively managed with annual turnover of: 83.00 vs. NBGIX (23.00). WCMNX has a lower initial minimum investment than NBGIX: WCMNX (1000) vs NBGIX (1000000). WCMNX annual gain was more profitable for investors over the last year : 8.34 vs. NBGIX (-12.84). WCMNX return over 5 years is better than : -6.49 vs. NBGIX (-23.46).
| NBGIX | WCMNX | NBGIX / WCMNX | |
| Total Expense Ratio | 0.84 | 1.24 | 68% |
| Annual Report Gross Expense Ratio | 0.84 | 2.04 | 41% |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | 5.425 | 6.421 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | 8.34 | -154% |
| Returns for 3 years | -6.59 | 18.68 | -35% |
| Returns for 5 years | -23.46 | -6.49 | 362% |
| Returns for 10 years | 23.95 | N/A | - |
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