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MSCOX vs WCMLX
MSCOX vs WCMLX Comparison
Open Charts MSCOX vs WCMLX
Morgan Stanley Inst Inception C
Price$9.71
Change-$0.28 (-2.80%)
VolumeN/A
Net Assets364.17M
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
MSCOX vs WCMLX Comparison Chart
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MSCOX vs. WCMLX commentary
Feb 23, 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 MSCOX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MSCOX has more cash in the bank: 364M vs. WCMLX (40.2M). MSCOX (0.00) and WCMLX (0.00) have matching dividends . MSCOX was incepted earlier than WCMLX: MSCOX (8 years) vs WCMLX (5 years). MSCOX is a more actively managed with annual turnover of: 72.00 vs. WCMLX (48.00). MSCOX has a lower initial minimum investment than WCMLX: MSCOX (1000) vs WCMLX (100000). MSCOX annual gain was more profitable for investors over the last year : 39.33 vs. WCMLX (-1.40). WCMLX return over 5 years is better than : 15.29 vs. MSCOX (5.70).
| MSCOX | WCMLX | MSCOX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 1.146 | -1.477 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 40.2M | 905% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 39.33 | -1.40 | -2,807% |
| Returns for 3 years | 10.86 | 7.19 | 151% |
| Returns for 5 years | 5.70 | 15.29 | 37% |
| Returns for 10 years | N/A | N/A | - |
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