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MSGAX vs WCMNX
MSGAX vs WCMNX Comparison
Open Charts MSGAX vs WCMNX
Meridian Small Cap Growth A
Price$10.59
Change+$0.82 (+8.39%)
VolumeN/A
Net Assets294.67M
WCM Small Cap Growth Investor
Price$10.93
Change+$1.05 (+10.63%)
VolumeN/A
Net Assets36.21M
MSGAX vs WCMNX Comparison Chart
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MSGAX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MSGAX has more cash in the bank: 295M vs. WCMNX (36.2M). MSGAX (0.00) and WCMNX (0.00) have matching dividends . MSGAX was incepted earlier than WCMNX: MSGAX (11 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than MSGAX (1.60). WCMNX is a more actively managed with annual turnover of: 48.00 vs. MSGAX (42.00). WCMNX has a lower initial minimum investment than MSGAX: WCMNX (1000) vs MSGAX (2500). MSGAX annual gain was more profitable for investors over the last year : -18.92 vs. WCMNX (-23.23). WCMNX return over 5 years is better than : 15.96 vs. MSGAX (-16.42).
| MSGAX | WCMNX | MSGAX / WCMNX | |
| Total Expense Ratio | 1.51 | 1.24 | 122% |
| Annual Report Gross Expense Ratio | 1.60 | 2.11 | 76% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | -22.828 | -22.143 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -23.23 | 81% |
| Returns for 3 years | -28.58 | -15.70 | 182% |
| Returns for 5 years | -16.42 | 15.96 | -103% |
| Returns for 10 years | -23.61 | N/A | - |
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