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MSGAX vs WCMNX
MSGAX vs WCMNX Comparison
Open Charts MSGAX vs WCMNX
Meridian Small Cap Growth A
Price$11.88
Change+$0.16 (+1.37%)
VolumeN/A
Net Assets347.62M
WCM Small Cap Growth Investor
Price$12.14
Change+$0.13 (+1.08%)
VolumeN/A
Net Assets42.98M
MSGAX vs WCMNX Comparison Chart
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MSGAX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MSGAX has more cash in the bank: 348M vs. WCMNX (43M). MSGAX (0.00) and WCMNX (0.00) have matching dividends . MSGAX was incepted earlier than WCMNX: MSGAX (11 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than MSGAX (1.60). WCMNX is a more actively managed with annual turnover of: 83.00 vs. MSGAX (42.00). WCMNX has a lower initial minimum investment than MSGAX: WCMNX (1000) vs MSGAX (2500). WCMNX annual gain was more profitable for investors over the last year : -1.48 vs. MSGAX (-1.68). WCMNX return over 5 years is better than : 12.35 vs. MSGAX (-22.49).
| MSGAX | WCMNX | MSGAX / WCMNX | |
| Total Expense Ratio | 1.51 | 1.24 | 122% |
| Annual Report Gross Expense Ratio | 1.60 | 2.04 | 78% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -7.425 | -5.359 | 139% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -1.48 | 114% |
| Returns for 3 years | -5.94 | 9.78 | -61% |
| Returns for 5 years | -22.49 | 12.35 | -182% |
| Returns for 10 years | -9.71 | N/A | - |
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