Interact to see
Advertisement
Advertisement
WCMLX vs WSGAX
WCMLX vs WSGAX Comparison
Open Charts WCMLX vs WSGAX
WCM Small Cap Growth Institutional
Price$13.79
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets42.97M
Macquarie Small Cap Growth A
Price$13.81
Change-$0.07 (-0.50%)
VolumeN/A
Net Assets1.09B
WCMLX vs WSGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
WCMLX vs. WSGAX 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 WCMLX is a Hold and WSGAX is a Hold.
FUNDAMENTALS
Fundamentals
WSGAX has more cash in the bank: 1.09B vs. WCMLX (43M). 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 : 3.60 vs. WCMLX (1.70). WCMLX return over 5 years is better than : 12.48 vs. WSGAX (-30.35).
| 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 | 7.232 | 10.480 | 69% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43M | 1.09B | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.70 | 3.60 | 47% |
| Returns for 3 years | 33.88 | 16.84 | 201% |
| Returns for 5 years | 12.48 | -30.35 | -41% |
| Returns for 10 years | N/A | -20.27 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement