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MSGAX vs WCMLX
MSGAX vs WCMLX Comparison
Open Charts MSGAX vs WCMLX
Meridian Small Cap Growth A
Price$11.88
Change+$0.16 (+1.37%)
VolumeN/A
Net Assets347.62M
WCM Small Cap Growth Institutional
Price$12.31
Change+$0.13 (+1.07%)
VolumeN/A
Net Assets42.98M
MSGAX vs WCMLX Comparison Chart
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MSGAX vs. WCMLX commentary
Jun 07, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MSGAX has more cash in the bank: 348M vs. WCMLX (43M). MSGAX (0.00) and WCMLX (0.00) have matching dividends . MSGAX was incepted earlier than WCMLX: MSGAX (11 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than MSGAX (1.60). WCMLX is a more actively managed with annual turnover of: 83.00 vs. MSGAX (42.00). MSGAX has a lower initial minimum investment than WCMLX: MSGAX (2500) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -1.22 vs. MSGAX (-1.68). WCMLX return over 5 years is better than : 13.83 vs. MSGAX (-22.49).
| MSGAX | WCMLX | MSGAX / WCMLX | |
| Total Expense Ratio | 1.51 | 0.99 | 153% |
| Annual Report Gross Expense Ratio | 1.60 | 1.79 | 89% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -7.425 | -5.288 | 140% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 43M | 809% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.68 | -1.22 | 138% |
| Returns for 3 years | -5.94 | 10.63 | -56% |
| Returns for 5 years | -22.49 | 13.83 | -163% |
| Returns for 10 years | -9.71 | N/A | - |
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