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MSCOX vs WCMNX
MSCOX vs WCMNX Comparison
Open Charts MSCOX vs WCMNX
Morgan Stanley Inst Inception C
Price$8.84
Change+$0.24 (+2.79%)
VolumeN/A
Net Assets304.62M
WCM Small Cap Growth Investor
Price$10.86
Change+$0.22 (+2.07%)
VolumeN/A
Net Assets38.54M
MSCOX vs WCMNX Comparison Chart
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MSCOX vs. WCMNX commentary
Apr 25, 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: 305M vs. WCMNX (38.5M). MSCOX pays higher dividends than WCMNX: MSCOX (0.69) vs WCMNX (0.00). MSCOX was incepted earlier than WCMNX: MSCOX (8 years) vs WCMNX (5 years). MSCOX (2.22) is less costly to investors than WCMNX (2.11). 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 : 28.53 vs. WCMNX (-13.07). WCMNX return over 5 years is better than : 21.32 vs. MSCOX (3.60).
| MSCOX | WCMNX | MSCOX / WCMNX | |
| Total Expense Ratio | 2.10 | 1.24 | 169% |
| Annual Report Gross Expense Ratio | 2.22 | 2.11 | 105% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -10.417 | -16.154 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 38.5M | 792% |
| Annual Yield % from dividends | 0.69 | 0.00 | - |
| Returns for 1 year | 28.53 | -13.07 | -218% |
| Returns for 3 years | 11.76 | -6.42 | -183% |
| Returns for 5 years | 3.60 | 21.32 | 17% |
| Returns for 10 years | N/A | N/A | - |
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