Interact to see
Advertisement
Advertisement
MSGRX vs WCMNX
MSGRX vs WCMNX Comparison
Open Charts MSGRX vs WCMNX
Meridian Small Cap Growth Institutional
Price$13.34
Change+$0.11 (+0.83%)
VolumeN/A
Net Assets358.86M
WCM Small Cap Growth Investor
Price$13.54
Change+$0.13 (+0.97%)
VolumeN/A
Net Assets44.82M
MSGRX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MSGRX vs. WCMNX commentary
Sep 29, 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 WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
MSGRX has more cash in the bank: 359M vs. WCMNX (44.8M). MSGRX (0.00) and WCMNX (0.00) have matching dividends . MSGRX was incepted earlier than WCMNX: MSGRX (11 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than MSGRX (1.20). WCMNX is a more actively managed with annual turnover of: 83.00 vs. MSGRX (42.00). WCMNX has a lower initial minimum investment than MSGRX: WCMNX (1000) vs MSGRX (1000000). WCMNX annual gain was more profitable for investors over the last year : 3.83 vs. MSGRX (-0.07). WCMNX return over 5 years is better than : 22.64 vs. MSGRX (-15.52).
| MSGRX | WCMNX | MSGRX / WCMNX | |
| Total Expense Ratio | 1.11 | 1.24 | 90% |
| Annual Report Gross Expense Ratio | 1.20 | 2.04 | 59% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -1.984 | 6.698 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 44.8M | 801% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.07 | 3.83 | -2% |
| Returns for 3 years | 15.20 | 39.59 | 38% |
| Returns for 5 years | -15.52 | 22.64 | -69% |
| Returns for 10 years | 18.26 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement