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MSCOX vs WCMNX
MSCOX vs WCMNX Comparison
Open Charts MSCOX vs WCMNX
Morgan Stanley Inst Inception C
Price$9.93
Change+$0.10 (+1.02%)
VolumeN/A
Net Assets390.74M
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.57M
MSCOX vs WCMNX Comparison Chart
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MSCOX vs. WCMNX commentary
Jan 19, 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: 391M vs. WCMNX (41.6M). MSCOX (0.00) and WCMNX (0.00) have matching dividends . MSCOX was incepted earlier than WCMNX: MSCOX (8 years) vs WCMNX (5 years). MSCOX is a more actively managed with annual turnover of: 72.00 vs. WCMNX (48.00). MSCOX (1000) and WCMNX (1000) have matching initial minimum investment requirements. MSCOX annual gain was more profitable for investors over the last year : 46.24 vs. WCMNX (11.60). WCMNX return over 5 years is better than : 21.39 vs. MSCOX (11.47).
| MSCOX | WCMNX | MSCOX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 3.437 | 4.649 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 41.6M | 940% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 46.24 | 11.60 | 399% |
| Returns for 3 years | 0.89 | 6.92 | 13% |
| Returns for 5 years | 11.47 | 21.39 | 54% |
| Returns for 10 years | N/A | N/A | - |
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