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NEAGX vs WCMNX
NEAGX vs WCMNX Comparison
Open Charts NEAGX vs WCMNX
Needham Aggressive Growth Retail
Price$58.77
Change+$1.32 (+2.30%)
VolumeN/A
Net Assets1.13B
WCM Small Cap Growth Investor
Price$13.84
Change+$0.25 (+1.84%)
VolumeN/A
Net Assets42.97M
NEAGX vs WCMNX Comparison Chart in %
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NEAGX vs. WCMNX commentary
Oct 21, 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 NEAGX is a Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
NEAGX has more cash in the bank: 1.13B vs. WCMNX (43M). NEAGX (0.00) and WCMNX (0.00) have matching dividends . NEAGX was incepted earlier than WCMNX: NEAGX (24 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than NEAGX (1.67). WCMNX is a more actively managed with annual turnover of: 83.00 vs. NEAGX (7.00). WCMNX has a lower initial minimum investment than NEAGX: WCMNX (1000) vs NEAGX (2000). NEAGX annual gain was more profitable for investors over the last year : 22.78 vs. WCMNX (1.42). NEAGX return over 5 years is better than : 100.17 vs. WCMNX (11.12).
| NEAGX | WCMNX | NEAGX / WCMNX | |
| Total Expense Ratio | 1.60 | 1.24 | 129% |
| Annual Report Gross Expense Ratio | 1.67 | 2.04 | 82% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 24.189 | 7.092 | 341% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 43M | 2,621% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 22.78 | 1.42 | 1,607% |
| Returns for 3 years | 105.40 | 32.97 | 320% |
| Returns for 5 years | 100.17 | 11.12 | 901% |
| Returns for 10 years | 162.81 | N/A | - |
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