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MSGAX vs WCMLX
MSGAX vs WCMLX Comparison
Open Charts MSGAX vs WCMLX
Meridian Small Cap Growth A
Price$10.59
Change+$0.82 (+8.39%)
VolumeN/A
Net Assets294.67M
WCM Small Cap Growth Institutional
Price$11.08
Change+$1.06 (+10.58%)
VolumeN/A
Net Assets36.21M
MSGAX vs WCMLX Comparison Chart
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MSGAX vs. WCMLX commentary
Apr 10, 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 MSGAX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MSGAX has more cash in the bank: 295M vs. WCMLX (36.2M). MSGAX (0.00) and WCMLX (0.00) have matching dividends . MSGAX was incepted earlier than WCMLX: MSGAX (11 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than MSGAX (1.60). WCMLX is a more actively managed with annual turnover of: 48.00 vs. MSGAX (42.00). MSGAX has a lower initial minimum investment than WCMLX: MSGAX (2500) vs WCMLX (100000). MSGAX annual gain was more profitable for investors over the last year : -18.92 vs. WCMLX (-23.04). WCMLX return over 5 years is better than : 17.47 vs. MSGAX (-16.42).
| MSGAX | WCMLX | MSGAX / WCMLX | |
| Total Expense Ratio | 1.51 | 0.99 | 153% |
| Annual Report Gross Expense Ratio | 1.60 | 1.86 | 86% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | -22.828 | -22.084 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 36.2M | 815% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -18.92 | -23.04 | 82% |
| Returns for 3 years | -28.58 | -15.01 | 190% |
| Returns for 5 years | -16.42 | 17.47 | -94% |
| Returns for 10 years | -23.61 | N/A | - |
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