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MSGRX vs WCMNX
MSGRX vs WCMNX Comparison
Open Charts MSGRX vs WCMNX
Meridian Small Cap Growth Institutional
Price$14.27
Change+$0.11 (+0.78%)
VolumeN/A
Net Assets429.02M
WCM Small Cap Growth Investor
Price$13.60
Change+$0.21 (+1.57%)
VolumeN/A
Net Assets42.34M
MSGRX vs WCMNX Comparison Chart
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MSGRX vs. WCMNX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MSGRX has more cash in the bank: 429M vs. WCMNX (42.3M). 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 : 17.41 vs. WCMNX (10.48). WCMNX return over 5 years is better than : 27.04 vs. MSGRX (-8.41).
| 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 | 4.041 | 5.516 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 42.3M | 1,014% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 17.41 | 10.48 | 166% |
| Returns for 3 years | -5.35 | 9.48 | -56% |
| Returns for 5 years | -8.41 | 27.04 | -31% |
| Returns for 10 years | 18.59 | N/A | - |
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