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MRRGX vs WCMNX
MRRGX vs WCMNX Comparison
Open Charts MRRGX vs WCMNX
Meridian Growth Institutional
Price$31.95
Change-$1.92 (-5.67%)
VolumeN/A
Net Assets829.85M
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
MRRGX vs WCMNX Comparison Chart
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MRRGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MRRGX has more cash in the bank: 830M vs. WCMNX (41.6M). MRRGX (0.00) and WCMNX (0.00) have matching dividends . MRRGX was incepted earlier than WCMNX: MRRGX (10 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than MRRGX (0.88). WCMNX is a more actively managed with annual turnover of: 48.00 vs. MRRGX (33.00). WCMNX has a lower initial minimum investment than MRRGX: WCMNX (1000) vs MRRGX (1000000). MRRGX annual gain was more profitable for investors over the last year : -1.08 vs. WCMNX (-10.22). WCMNX return over 5 years is better than : 60.98 vs. MRRGX (35.48).
| MRRGX | WCMNX | MRRGX / WCMNX | |
| Total Expense Ratio | 0.88 | 1.24 | 71% |
| Annual Report Gross Expense Ratio | 0.88 | 2.11 | 42% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | -6.899 | -9.299 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -10.22 | 11% |
| Returns for 3 years | -23.21 | -7.10 | 327% |
| Returns for 5 years | 35.48 | 60.98 | 58% |
| Returns for 10 years | -9.39 | N/A | - |
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