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MSSGX vs WCMNX
MSSGX vs WCMNX Comparison
Open Charts MSSGX vs WCMNX
Morgan Stanley Inst Inception I
Price$14.06
Change+$0.24 (+1.74%)
VolumeN/A
Net Assets296.81M
WCM Small Cap Growth Investor
Price$10.63
Change+$0.15 (+1.43%)
VolumeN/A
Net Assets38.46M
MSSGX vs WCMNX Comparison Chart
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MSSGX vs. WCMNX commentary
Apr 12, 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 MSSGX is a Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MSSGX has more cash in the bank: 297M vs. WCMNX (38.5M). MSSGX pays higher dividends than WCMNX: MSSGX (1.11) vs WCMNX (0.00). MSSGX was incepted earlier than WCMNX: MSSGX (35 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than MSSGX (1.11). MSSGX is a more actively managed with annual turnover of: 72.00 vs. WCMNX (48.00). WCMNX has a lower initial minimum investment than MSSGX: WCMNX (1000) vs MSSGX (1000000). MSSGX annual gain was more profitable for investors over the last year : 14.82 vs. WCMNX (-17.15). MSSGX return over 5 years is better than : 40.78 vs. WCMNX (23.00).
| MSSGX | WCMNX | MSSGX / WCMNX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.11 | 2.11 | 53% |
| Fund Existence | 35 years | 5 years | - |
| Gain YTD | -12.808 | -17.415 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 38.5M | 771% |
| Annual Yield % from dividends | 1.11 | 0.00 | - |
| Returns for 1 year | 14.82 | -17.15 | -86% |
| Returns for 3 years | 4.32 | -10.12 | -43% |
| Returns for 5 years | 40.78 | 23.00 | 177% |
| Returns for 10 years | -19.95 | N/A | - |
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