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WCMLX vs WSGRX
WCMLX vs WSGRX Comparison
Open Charts WCMLX vs WSGRX
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
Nomura Small Cap Growth R
Price$11.17
Change-$1.73 (-13.41%)
VolumeN/A
Net Assets1.07B
WCMLX vs WSGRX Comparison Chart in %
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WCMLX vs. WSGRX commentary
Feb 04, 2026
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 WSGRX is a Hold.
FUNDAMENTALS
Fundamentals
WSGRX has more cash in the bank: 1.07B vs. WCMLX (47.1M). WCMLX (0.00) and WSGRX (0.00) have matching dividends . WCMLX was incepted earlier than WSGRX: WCMLX (6 years) vs WSGRX (20 years). WCMLX (1.79) is less costly to investors than WSGRX (1.54). WCMLX is a more actively managed with annual turnover of: 83.00 vs. WSGRX (76.00). WSGRX has a lower initial minimum investment than WCMLX: WSGRX (0) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 8.52 vs. WSGRX (-5.74). WCMLX return over 5 years is better than : -5.30 vs. WSGRX (-50.44).
| WCMLX | WSGRX | WCMLX / WSGRX | |
| Total Expense Ratio | 0.99 | 1.38 | 72% |
| Annual Report Gross Expense Ratio | 1.79 | 1.54 | 116% |
| Fund Existence | 6 years | 20 years | - |
| Gain YTD | 6.395 | 3.139 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.1M | 1.07B | 4% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.52 | -5.74 | -149% |
| Returns for 3 years | 19.51 | -2.79 | -701% |
| Returns for 5 years | -5.30 | -50.44 | 11% |
| Returns for 10 years | N/A | -12.39 | - |
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