Ad is loading...
MSCOX vs WCMLX
MSCOX vs WCMLX Comparison
Open Charts MSCOX vs WCMLX
Morgan Stanley Inst Inception C
Price$8.11
Change-$0.76 (-8.57%)
VolumeN/A
Net Assets317.53M
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
MSCOX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MSCOX 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 MSCOX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MSCOX has more cash in the bank: 318M vs. WCMLX (41.6M). MSCOX pays higher dividends than WCMLX: MSCOX (0.69) vs WCMLX (0.00). MSCOX was incepted earlier than WCMLX: MSCOX (8 years) vs WCMLX (5 years). MSCOX (2.22) is less costly to investors than WCMLX (1.86). 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 : 21.39 vs. WCMLX (-9.95). WCMLX return over 5 years is better than : 62.99 vs. MSCOX (42.75).
| MSCOX | WCMLX | MSCOX / WCMLX | |
| Total Expense Ratio | 2.10 | 0.99 | 212% |
| Annual Report Gross Expense Ratio | 2.22 | 1.86 | 119% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -7.604 | -9.253 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 41.6M | 764% |
| Annual Yield % from dividends | 0.69 | 0.00 | - |
| Returns for 1 year | 21.39 | -9.95 | -215% |
| Returns for 3 years | -5.79 | -6.42 | 90% |
| Returns for 5 years | 42.75 | 62.99 | 68% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...