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MSGAX vs WCMNX
MSGAX vs WCMNX Comparison
Open Charts MSGAX vs WCMNX
Meridian Small Cap Growth A
Price$11.87
Change+$0.15 (+1.28%)
VolumeN/A
Net Assets345.32M
WCM Small Cap Growth Investor
Price$12.23
Change+$0.16 (+1.33%)
VolumeN/A
Net Assets41.48M
MSGAX vs WCMNX Comparison Chart in %
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MSGAX vs. WCMNX commentary
Jun 27, 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: 345M vs. WCMNX (41.5M). MSGAX (0.00) and WCMNX (0.00) have matching dividends . MSGAX was incepted earlier than WCMNX: MSGAX (12 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). MSGAX annual gain was more profitable for investors over the last year : 0.17 vs. WCMNX (-0.90). WCMNX return over 5 years is better than : 20.82 vs. MSGAX (-15.20).
| MSGAX | WCMNX | MSGAX / WCMNX | |
| Total Expense Ratio | 1.51 | 1.24 | 122% |
| Annual Report Gross Expense Ratio | 1.60 | 2.04 | 78% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -7.425 | -4.886 | 152% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 41.5M | 831% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.17 | -0.90 | -19% |
| Returns for 3 years | -0.34 | 16.84 | -2% |
| Returns for 5 years | -15.20 | 20.82 | -73% |
| Returns for 10 years | -8.72 | N/A | - |
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