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MSVSX vs WCMFX
MSVSX vs WCMFX Comparison
Open Charts MSVSX vs WCMFX
MassMutual Small Company Val R5
Price$8.81
Change+$0.17 (+1.97%)
VolumeN/A
Net Assets45.45M
WCM SMID Quality Val Fd Institutional
Price$11.09
Change+$0.19 (+1.74%)
VolumeN/A
Net Assets60.55M
MSVSX vs WCMFX Comparison Chart
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MSVSX vs. WCMFX 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 MSVSX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 60.6M vs. MSVSX (45.4M). MSVSX pays higher dividends than WCMFX: MSVSX (1.48) vs WCMFX (0.00). MSVSX was incepted earlier than WCMFX: MSVSX (23 years) vs WCMFX (6 years). WCMFX (1.27) is less costly to investors than MSVSX (1.16). MSVSX is a more actively managed with annual turnover of: 57.00 vs. WCMFX (15.00). MSVSX has a lower initial minimum investment than WCMFX: MSVSX (0) vs WCMFX (100000). MSVSX annual gain was more profitable for investors over the last year : -3.59 vs. WCMFX (-17.73). WCMFX return over 5 years is better than : 38.87 vs. MSVSX (32.05).
| MSVSX | WCMFX | MSVSX / WCMFX | |
| Total Expense Ratio | 0.96 | 0.85 | 113% |
| Annual Report Gross Expense Ratio | 1.16 | 1.27 | 91% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | -11.499 | -9.349 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.4M | 60.6M | 75% |
| Annual Yield % from dividends | 1.48 | 0.00 | - |
| Returns for 1 year | -3.59 | -17.73 | 20% |
| Returns for 3 years | -13.82 | 5.64 | -245% |
| Returns for 5 years | 32.05 | 38.87 | 82% |
| Returns for 10 years | -36.54 | N/A | - |
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