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MMVFX vs WCMJX
MMVFX vs WCMJX Comparison
Open Charts MMVFX vs WCMJX
MassMutual Small Company Value R4
Price$7.33
Change+$0.61 (+9.08%)
VolumeN/A
Net Assets43.84M
WCM SMID Quality Val Fd Investor
Price$10.17
Change-$0.37 (-3.51%)
VolumeN/A
Net Assets60.29M
MMVFX vs WCMJX Comparison Chart
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MMVFX vs. WCMJX commentary
Apr 11, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 60.3M vs. MMVFX (43.8M). MMVFX pays higher dividends than WCMJX: MMVFX (0.71) vs WCMJX (0.00). MMVFX was incepted earlier than WCMJX: MMVFX (11 years) vs WCMJX (5 years). WCMJX (1.52) and MMVFX (1.51) have similar cost to investors . MMVFX is a more actively managed with annual turnover of: 57.00 vs. WCMJX (22.00). MMVFX has a lower initial minimum investment than WCMJX: MMVFX (0) vs WCMJX (1000). MMVFX annual gain was more profitable for investors over the last year : -16.73 vs. WCMJX (-26.54). WCMJX return over 5 years is better than : 31.85 vs. MMVFX (13.45).
| MMVFX | WCMJX | MMVFX / WCMJX | |
| Total Expense Ratio | 1.31 | 1.10 | 119% |
| Annual Report Gross Expense Ratio | 1.51 | 1.52 | 99% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | -21.495 | -17.063 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.8M | 60.3M | 73% |
| Annual Yield % from dividends | 0.71 | 0.00 | - |
| Returns for 1 year | -16.73 | -26.54 | 63% |
| Returns for 3 years | -28.53 | -7.66 | 373% |
| Returns for 5 years | 13.45 | 31.85 | 42% |
| Returns for 10 years | -50.61 | N/A | - |
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