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WCMLX vs WSGAX
WCMLX vs WSGAX Comparison
Open Charts WCMLX vs WSGAX
WCM Small Cap Growth Institutional
Price$13.25
Change-$0.44 (-3.21%)
VolumeN/A
Net Assets41.88M
Macquarie Small Cap Growth A
Price$13.78
Change-$0.50 (-3.50%)
VolumeN/A
Net Assets1.07B
WCMLX vs WSGAX Comparison Chart in %
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WCMLX vs. WSGAX 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 WCMLX is a Hold and WSGAX is a Hold.
FUNDAMENTALS
Fundamentals
WSGAX has more cash in the bank: 1.07B vs. WCMLX (41.9M). WCMLX (0.00) and WSGAX (0.00) have matching dividends . WCMLX was incepted earlier than WSGAX: WCMLX (6 years) vs WSGAX (25 years). WCMLX (1.79) is less costly to investors than WSGAX (1.29). WCMLX is a more actively managed with annual turnover of: 83.00 vs. WSGAX (76.00). WSGAX has a lower initial minimum investment than WCMLX: WSGAX (1000) vs WCMLX (100000). WSGAX annual gain was more profitable for investors over the last year : 2.88 vs. WCMLX (-2.98). WCMLX return over 5 years is better than : 4.74 vs. WSGAX (-29.40).
| WCMLX | WSGAX | WCMLX / WSGAX | |
| Total Expense Ratio | 0.99 | 1.13 | 88% |
| Annual Report Gross Expense Ratio | 1.79 | 1.29 | 139% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 6.454 | 14.240 | 45% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9M | 1.07B | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.98 | 2.88 | -103% |
| Returns for 3 years | 22.89 | 17.63 | 130% |
| Returns for 5 years | 4.74 | -29.40 | -16% |
| Returns for 10 years | N/A | -18.03 | - |
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