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MSCOX vs WCMNX
MSCOX vs WCMNX Comparison
Open Charts MSCOX vs WCMNX
Morgan Stanley Inst Inception C
Price$9.44
Change+$0.25 (+2.72%)
VolumeN/A
Net Assets322.46M
WCM Small Cap Growth Investor
Price$11.74
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets42.34M
MSCOX vs WCMNX Comparison Chart
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MSCOX vs. WCMNX commentary
May 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MSCOX has more cash in the bank: 322M vs. WCMNX (42.3M). MSCOX pays higher dividends than WCMNX: MSCOX (0.64) 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 : 34.16 vs. WCMNX (-5.47). WCMNX return over 5 years is better than : 17.13 vs. MSCOX (-11.80).
| 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 | -4.271 | -7.329 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 42.3M | 761% |
| Annual Yield % from dividends | 0.64 | 0.00 | - |
| Returns for 1 year | 34.16 | -5.47 | -625% |
| Returns for 3 years | 48.37 | 15.07 | 321% |
| Returns for 5 years | -11.80 | 17.13 | -69% |
| Returns for 10 years | N/A | N/A | - |
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