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MSGRX vs WCMNX
MSGRX vs WCMNX Comparison
Open Charts MSGRX vs WCMNX
Meridian Small Cap Growth Institutional
Price$12.84
Change+$0.09 (+0.71%)
VolumeN/A
Net Assets380.55M
WCM Small Cap Growth Investor
Price$11.97
Change+$0.13 (+1.10%)
VolumeN/A
Net Assets37.77M
MSGRX vs WCMNX Comparison Chart
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MSGRX vs. WCMNX commentary
Mar 06, 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: 381M vs. WCMNX (37.8M). MSGRX (0.00) and WCMNX (0.00) have matching dividends . MSGRX was incepted earlier than WCMNX: MSGRX (10 years) vs WCMNX (5 years). MSGRX is a more actively managed with annual turnover of: 53.00 vs. WCMNX (48.00). 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 : 2.00 vs. WCMNX (-7.93). WCMNX return over 5 years is better than : 23.46 vs. MSGRX (-8.60).
| MSGRX | WCMNX | MSGRX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | -6.319 | -6.698 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 381M | 37.8M | 1,008% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.00 | -7.93 | -25% |
| Returns for 3 years | -10.53 | 1.28 | -820% |
| Returns for 5 years | -8.60 | 23.46 | -37% |
| Returns for 10 years | 2.91 | N/A | - |
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