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MSSGX vs WCMNX
MSSGX vs WCMNX Comparison
Open Charts MSSGX vs WCMNX
Morgan Stanley Inst Inception I
Price$15.27
Change-$0.16 (-1.04%)
VolumeN/A
Net Assets327.71M
WCM Small Cap Growth Investor
Price$11.64
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets42.14M
MSSGX vs WCMNX Comparison Chart
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MSSGX vs. WCMNX commentary
May 09, 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MSSGX has more cash in the bank: 328M vs. WCMNX (42.1M). MSSGX pays higher dividends than WCMNX: MSSGX (1.03) vs WCMNX (0.00). MSSGX was incepted earlier than WCMNX: MSSGX (36 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than MSSGX (1.11). MSSGX is a more actively managed with annual turnover of: 100.00 vs. WCMNX (83.00). 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 : 37.59 vs. WCMNX (-7.10). WCMNX return over 5 years is better than : 19.77 vs. MSSGX (18.48).
| MSSGX | WCMNX | MSSGX / WCMNX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.11 | 2.11 | 53% |
| Fund Existence | 36 years | 6 years | - |
| Gain YTD | -2.650 | -9.299 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 42.1M | 779% |
| Annual Yield % from dividends | 1.03 | 0.00 | - |
| Returns for 1 year | 37.59 | -7.10 | -529% |
| Returns for 3 years | 42.12 | 14.99 | 281% |
| Returns for 5 years | 18.48 | 19.77 | 93% |
| Returns for 10 years | -9.07 | N/A | - |
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