Interact to see
Advertisement
Advertisement
MSCOX vs WCMNX
MSCOX vs WCMNX Comparison
Open Charts MSCOX vs WCMNX
Morgan Stanley Inst Inception C
Price$10.05
Change+$0.10 (+1.01%)
VolumeN/A
Net Assets343.39M
WCM Small Cap Growth Investor
Price$12.56
Change+$0.12 (+0.96%)
VolumeN/A
Net Assets42.98M
MSCOX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MSCOX vs. WCMNX commentary
Jul 07, 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MSCOX has more cash in the bank: 343M vs. WCMNX (43M). MSCOX pays higher dividends than WCMNX: MSCOX (0.59) vs WCMNX (0.00). MSCOX was incepted earlier than WCMNX: MSCOX (8 years) vs WCMNX (6 years). MSCOX (2.28) is less costly to investors than WCMNX (2.04). MSCOX is a more actively managed with annual turnover of: 100.00 vs. WCMNX (83.00). MSCOX (1000) and WCMNX (1000) have matching initial minimum investment requirements. MSCOX annual gain was more profitable for investors over the last year : 50.43 vs. WCMNX (2.70). WCMNX return over 5 years is better than : 20.31 vs. MSCOX (-16.66).
| MSCOX | WCMNX | MSCOX / WCMNX | |
| Total Expense Ratio | 2.10 | 1.24 | 169% |
| Annual Report Gross Expense Ratio | 2.28 | 2.04 | 112% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 4.687 | -1.024 | -458% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 43M | 798% |
| Annual Yield % from dividends | 0.59 | 0.00 | - |
| Returns for 1 year | 50.43 | 2.70 | 1,869% |
| Returns for 3 years | 70.76 | 25.10 | 282% |
| Returns for 5 years | -16.66 | 20.31 | -82% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers