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MSGRX vs WCMLX
MSGRX vs WCMLX Comparison
Open Charts MSGRX vs WCMLX
Meridian Small Cap Growth Institutional
Price$12.26
Change+$0.29 (+2.42%)
VolumeN/A
Net Assets331.98M
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
MSGRX vs WCMLX Comparison Chart
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MSGRX vs. WCMLX commentary
May 09, 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 StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MSGRX has more cash in the bank: 332M vs. WCMLX (42.1M). MSGRX (0.00) and WCMLX (0.00) have matching dividends . MSGRX was incepted earlier than WCMLX: MSGRX (10 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than MSGRX (1.20). WCMLX is a more actively managed with annual turnover of: 83.00 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 : -4.39 vs. WCMLX (-6.86). WCMLX return over 5 years is better than : 21.31 vs. MSGRX (-12.24).
| 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 | 6 years | - |
| Gain YTD | -12.050 | -9.253 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 332M | 42.1M | 789% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.39 | -6.86 | 64% |
| Returns for 3 years | -5.38 | 15.89 | -34% |
| Returns for 5 years | -12.24 | 21.31 | -57% |
| Returns for 10 years | -4.85 | N/A | - |
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