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MMVFX vs WCMFX
MMVFX vs WCMFX Comparison
Open Charts MMVFX vs WCMFX
MassMutual Small Company Value R4
Price$7.12
Change+$0.08 (+1.14%)
VolumeN/A
Net Assets42.08M
WCM SMID Quality Val Fd Institutional
Price$10.57
Change+$0.11 (+1.05%)
VolumeN/A
Net Assets59.71M
MMVFX vs WCMFX Comparison Chart
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MMVFX vs. WCMFX commentary
Apr 15, 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 MMVFX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 59.7M vs. MMVFX (42.1M). MMVFX pays higher dividends than WCMFX: MMVFX (0.71) vs WCMFX (0.00). MMVFX was incepted earlier than WCMFX: MMVFX (11 years) vs WCMFX (5 years). MMVFX (1.51) is less costly to investors than WCMFX (1.27). MMVFX is a more actively managed with annual turnover of: 57.00 vs. WCMFX (22.00). MMVFX has a lower initial minimum investment than WCMFX: MMVFX (0) vs WCMFX (100000). MMVFX annual gain was more profitable for investors over the last year : -9.07 vs. WCMFX (-19.41). WCMFX return over 5 years is better than : 49.64 vs. MMVFX (28.41).
| MMVFX | WCMFX | MMVFX / WCMFX | |
| Total Expense Ratio | 1.31 | 0.85 | 154% |
| Annual Report Gross Expense Ratio | 1.51 | 1.27 | 119% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | -17.757 | -12.688 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.1M | 59.7M | 71% |
| Annual Yield % from dividends | 0.71 | 0.00 | - |
| Returns for 1 year | -9.07 | -19.41 | 47% |
| Returns for 3 years | -25.90 | -2.61 | 993% |
| Returns for 5 years | 28.41 | 49.64 | 57% |
| Returns for 10 years | -47.74 | N/A | - |
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