Ad is loading...
MRRGX vs WCMLX
MRRGX vs WCMLX Comparison
Open Charts MRRGX vs WCMLX
Meridian Growth Institutional
Price$31.95
Change-$1.92 (-5.67%)
VolumeN/A
Net Assets829.85M
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
MRRGX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MRRGX vs. WCMLX commentary
Apr 04, 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 MRRGX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MRRGX has more cash in the bank: 830M vs. WCMLX (41.6M). MRRGX (0.00) and WCMLX (0.00) have matching dividends . MRRGX was incepted earlier than WCMLX: MRRGX (10 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than MRRGX (0.88). WCMLX is a more actively managed with annual turnover of: 48.00 vs. MRRGX (33.00). WCMLX has a lower initial minimum investment than MRRGX: WCMLX (100000) vs MRRGX (1000000). MRRGX annual gain was more profitable for investors over the last year : -1.08 vs. WCMLX (-9.95). WCMLX return over 5 years is better than : 62.99 vs. MRRGX (35.48).
| MRRGX | WCMLX | MRRGX / WCMLX | |
| Total Expense Ratio | 0.88 | 0.99 | 89% |
| Annual Report Gross Expense Ratio | 0.88 | 1.86 | 47% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | -6.899 | -9.253 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 830M | 41.6M | 1,995% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.08 | -9.95 | 11% |
| Returns for 3 years | -23.21 | -6.42 | 362% |
| Returns for 5 years | 35.48 | 62.99 | 56% |
| Returns for 10 years | -9.39 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...