Ad is loading...
MSCOX vs WCMNX
MSCOX vs WCMNX Comparison
Open Charts MSCOX vs WCMNX
Morgan Stanley Inst Inception C
Price$8.11
Change-$0.76 (-8.57%)
VolumeN/A
Net Assets317.53M
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
MSCOX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MSCOX vs. WCMNX commentary
Apr 04, 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: 318M vs. WCMNX (41.6M). 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 : 21.39 vs. WCMNX (-10.22). WCMNX return over 5 years is better than : 60.98 vs. MSCOX (42.75).
| 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 | -7.604 | -9.299 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 41.6M | 764% |
| Annual Yield % from dividends | 0.69 | 0.00 | - |
| Returns for 1 year | 21.39 | -10.22 | -209% |
| Returns for 3 years | -5.79 | -7.10 | 81% |
| Returns for 5 years | 42.75 | 60.98 | 70% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...