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MSCOX vs WCMLX
MSCOX vs WCMLX Comparison
Open Charts MSCOX vs WCMLX
Morgan Stanley Inst Inception C
Price$10.21
Change-$0.05 (-0.49%)
VolumeN/A
Net Assets349.69M
WCM Small Cap Growth Institutional
Price$13.08
Change-$0.14 (-1.06%)
VolumeN/A
Net Assets44.67M
MSCOX vs WCMLX Comparison Chart in %
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MSCOX vs. WCMLX commentary
Aug 01, 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: 350M vs. WCMLX (44.7M). MSCOX pays higher dividends than WCMLX: MSCOX (0.59) 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 : 46.38 vs. WCMLX (0.76). WCMLX return over 5 years is better than : 23.67 vs. MSCOX (-20.80).
| 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 | 6.875 | 2.799 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 44.7M | 783% |
| Annual Yield % from dividends | 0.59 | 0.00 | - |
| Returns for 1 year | 46.38 | 0.76 | 6,085% |
| Returns for 3 years | 57.32 | 18.25 | 314% |
| Returns for 5 years | -20.80 | 23.67 | -88% |
| Returns for 10 years | N/A | N/A | - |
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