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NBSMX vs WCMNX
NBSMX vs WCMNX Comparison
Open Charts NBSMX vs WCMNX
Neuberger Small Cap Growth Instl
Price$54.24
Change-$1.14 (-2.06%)
VolumeN/A
Net Assets537.64M
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
NBSMX vs WCMNX Comparison Chart in %
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NBSMX 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 NBSMX is a Buy and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
NBSMX has more cash in the bank: 538M vs. WCMNX (47.1M). NBSMX (0.00) and WCMNX (0.00) have matching dividends . NBSMX was incepted earlier than WCMNX: NBSMX (18 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than NBSMX (1.11). NBSMX is a more actively managed with annual turnover of: 150.00 vs. WCMNX (83.00). WCMNX has a lower initial minimum investment than NBSMX: WCMNX (1000) vs NBSMX (1000000). WCMNX annual gain was more profitable for investors over the last year : 8.34 vs. NBSMX (6.88). WCMNX return over 5 years is better than : -6.49 vs. NBSMX (-11.01).
| NBSMX | WCMNX | NBSMX / WCMNX | |
| Total Expense Ratio | 0.91 | 1.24 | 73% |
| Annual Report Gross Expense Ratio | 1.11 | 2.04 | 54% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 5.218 | 6.421 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 538M | 47.1M | 1,142% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.88 | 8.34 | 82% |
| Returns for 3 years | 38.83 | 18.68 | 208% |
| Returns for 5 years | -11.01 | -6.49 | 170% |
| Returns for 10 years | 154.59 | N/A | - |
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