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MSCOX vs WCMLX
MSCOX vs WCMLX Comparison
Open Charts MSCOX vs WCMLX
Morgan Stanley Inst Inception C
Price$9.41
Change-$0.16 (-1.67%)
VolumeN/A
Net Assets329.32M
WCM Small Cap Growth Institutional
Price$11.97
Change-$0.22 (-1.80%)
VolumeN/A
Net Assets41.48M
MSCOX vs WCMLX Comparison Chart
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MSCOX vs. WCMLX commentary
Jun 15, 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: 329M vs. WCMLX (41.5M). MSCOX pays higher dividends than WCMLX: MSCOX (0.63) vs WCMLX (0.00). MSCOX was incepted earlier than WCMLX: MSCOX (8 years) vs WCMLX (6 years). MSCOX (2.28) is less costly to investors than WCMLX (1.79). MSCOX is a more actively managed with annual turnover of: 100.00 vs. WCMLX (83.00). 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 : 40.73 vs. WCMLX (-1.53). WCMLX return over 5 years is better than : 23.01 vs. MSCOX (-9.27).
| MSCOX | WCMLX | MSCOX / WCMLX | |
| Total Expense Ratio | 2.10 | 0.99 | 212% |
| Annual Report Gross Expense Ratio | 2.28 | 1.79 | 127% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -0.313 | -5.210 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 329M | 41.5M | 793% |
| Annual Yield % from dividends | 0.63 | 0.00 | - |
| Returns for 1 year | 40.73 | -1.53 | -2,654% |
| Returns for 3 years | 74.70 | 26.98 | 277% |
| Returns for 5 years | -9.27 | 23.01 | -40% |
| Returns for 10 years | N/A | N/A | - |
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