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MSGRX vs WCMNX
MSGRX vs WCMNX Comparison
Open Charts MSGRX vs WCMNX
Meridian Small Cap Growth Institutional
Price$10.88
Change-$0.48 (-4.23%)
VolumeN/A
Net Assets305.52M
WCM Small Cap Growth Investor
Price$10.17
Change-$0.49 (-4.60%)
VolumeN/A
Net Assets36.73M
MSGRX vs WCMNX Comparison Chart
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MSGRX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MSGRX has more cash in the bank: 306M vs. WCMNX (36.7M). MSGRX (0.00) and WCMNX (0.00) have matching dividends . MSGRX was incepted earlier than WCMNX: MSGRX (10 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than MSGRX (1.20). WCMNX is a more actively managed with annual turnover of: 48.00 vs. MSGRX (42.00). WCMNX has a lower initial minimum investment than MSGRX: WCMNX (1000) vs MSGRX (1000000). MSGRX annual gain was more profitable for investors over the last year : -14.13 vs. WCMNX (-19.60). WCMNX return over 5 years is better than : 42.24 vs. MSGRX (6.25).
| MSGRX | WCMNX | MSGRX / WCMNX | |
| Total Expense Ratio | 1.11 | 1.24 | 90% |
| Annual Report Gross Expense Ratio | 1.20 | 2.11 | 57% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | -20.059 | -19.858 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -19.60 | 72% |
| Returns for 3 years | -26.39 | -16.16 | 163% |
| Returns for 5 years | 6.25 | 42.24 | 15% |
| Returns for 10 years | -14.47 | N/A | - |
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