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NESIX vs WCMLX
NESIX vs WCMLX Comparison
Open Charts NESIX vs WCMLX
Needham Small Cap Growth Institutional
Price$22.14
Change-$0.54 (-2.38%)
VolumeN/A
Net Assets158.82M
WCM Small Cap Growth Institutional
Price$13.79
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets42.97M
NESIX vs WCMLX Comparison Chart in %
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NESIX vs. WCMLX commentary
Oct 19, 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 NESIX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
NESIX has more cash in the bank: 159M vs. WCMLX (43M). NESIX (0.00) and WCMLX (0.00) have matching dividends . NESIX was incepted earlier than WCMLX: NESIX (9 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than NESIX (1.51). WCMLX is a more actively managed with annual turnover of: 83.00 vs. NESIX (62.00). NESIX (100000) and WCMLX (100000) have matching initial minimum investment requirements. NESIX annual gain was more profitable for investors over the last year : 13.25 vs. WCMLX (1.70). WCMLX return over 5 years is better than : 12.48 vs. NESIX (-8.32).
| NESIX | WCMLX | NESIX / WCMLX | |
| Total Expense Ratio | 1.19 | 0.99 | 120% |
| Annual Report Gross Expense Ratio | 1.51 | 1.79 | 84% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 12.329 | 7.232 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 43M | 370% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.25 | 1.70 | 781% |
| Returns for 3 years | 44.99 | 33.88 | 133% |
| Returns for 5 years | -8.32 | 12.48 | -67% |
| Returns for 10 years | N/A | N/A | - |
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