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MSCOX vs WCMNX
MSCOX vs WCMNX Comparison
Open Charts MSCOX vs WCMNX
Morgan Stanley Inst Inception C
Price$10.21
Change-$0.05 (-0.49%)
VolumeN/A
Net Assets349.69M
WCM Small Cap Growth Investor
Price$12.89
Change-$0.14 (-1.07%)
VolumeN/A
Net Assets44.67M
MSCOX vs WCMNX Comparison Chart in %
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MSCOX vs. WCMNX commentary
Aug 01, 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: 350M vs. WCMNX (44.7M). 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 : 46.38 vs. WCMNX (0.46). WCMNX return over 5 years is better than : 22.12 vs. MSCOX (-20.80).
| 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 | 6.875 | 2.679 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 44.7M | 783% |
| Annual Yield % from dividends | 0.59 | 0.00 | - |
| Returns for 1 year | 46.38 | 0.46 | 10,026% |
| Returns for 3 years | 57.32 | 17.28 | 332% |
| Returns for 5 years | -20.80 | 22.12 | -94% |
| Returns for 10 years | N/A | N/A | - |
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