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MSGRX vs WCMLX
MSGRX vs WCMLX Comparison
Open Charts MSGRX vs WCMLX
Meridian Small Cap Growth Institutional
Price$10.88
Change-$0.48 (-4.23%)
VolumeN/A
Net Assets305.52M
WCM Small Cap Growth Institutional
Price$10.31
Change-$0.50 (-4.63%)
VolumeN/A
Net Assets36.73M
MSGRX vs WCMLX Comparison Chart
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MSGRX vs. WCMLX commentary
Apr 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 MSGRX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MSGRX has more cash in the bank: 306M vs. WCMLX (36.7M). MSGRX (0.00) and WCMLX (0.00) have matching dividends . MSGRX was incepted earlier than WCMLX: MSGRX (10 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than MSGRX (1.20). WCMLX is a more actively managed with annual turnover of: 48.00 vs. MSGRX (42.00). WCMLX has a lower initial minimum investment than MSGRX: WCMLX (100000) vs MSGRX (1000000). MSGRX annual gain was more profitable for investors over the last year : -14.13 vs. WCMLX (-19.39). WCMLX return over 5 years is better than : 43.99 vs. MSGRX (6.25).
| MSGRX | WCMLX | MSGRX / WCMLX | |
| Total Expense Ratio | 1.11 | 0.99 | 112% |
| Annual Report Gross Expense Ratio | 1.20 | 1.86 | 65% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | -20.059 | -19.829 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 36.7M | 834% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -14.13 | -19.39 | 73% |
| Returns for 3 years | -26.39 | -15.56 | 170% |
| Returns for 5 years | 6.25 | 43.99 | 14% |
| Returns for 10 years | -14.47 | N/A | - |
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