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NEAGX vs WCMNX
NEAGX vs WCMNX Comparison
Open Charts NEAGX vs WCMNX
Needham Aggressive Growth Retail
Price$54.22
Change-$3.40 (-5.90%)
VolumeN/A
Net Assets1.09B
WCM Small Cap Growth Investor
Price$13.05
Change-$0.44 (-3.26%)
VolumeN/A
Net Assets41.88M
NEAGX vs WCMNX Comparison Chart in %
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NEAGX vs. WCMNX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
NEAGX has more cash in the bank: 1.09B vs. WCMNX (41.9M). 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 : 23.20 vs. WCMNX (-3.16). NEAGX return over 5 years is better than : 103.89 vs. WCMNX (3.45).
| 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 | 24.557 | 6.304 | 390% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 41.9M | 2,601% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 23.20 | -3.16 | -734% |
| Returns for 3 years | 87.26 | 22.08 | 395% |
| Returns for 5 years | 103.89 | 3.45 | 3,011% |
| Returns for 10 years | 203.58 | N/A | - |
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