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MSVZX vs WCMFX
MSVZX vs WCMFX Comparison
Open Charts MSVZX vs WCMFX
MassMutual Small Company Val I
Price$9.28
Change+$0.05 (+0.54%)
VolumeN/A
Net Assets45.14M
WCM SMID Quality Val Fd Institutional
Price$11.57
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets61.46M
MSVZX vs WCMFX Comparison Chart in %
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MSVZX vs. WCMFX commentary
Jul 18, 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 MSVZX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 61.5M vs. MSVZX (45.1M). MSVZX pays higher dividends than WCMFX: MSVZX (1.49) vs WCMFX (0.00). MSVZX was incepted earlier than WCMFX: MSVZX (15 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than MSVZX (1.06). MSVZX is a more actively managed with annual turnover of: 57.00 vs. WCMFX (15.00). MSVZX has a lower initial minimum investment than WCMFX: MSVZX (0) vs WCMFX (100000). MSVZX annual gain was more profitable for investors over the last year : -3.77 vs. WCMFX (-18.37). MSVZX (33.49) and WCMFX (32.30) have equivalent 5 years return.
| MSVZX | WCMFX | MSVZX / WCMFX | |
| Total Expense Ratio | 0.86 | 0.90 | 96% |
| Annual Report Gross Expense Ratio | 1.06 | 1.45 | 73% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -4.054 | -3.589 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1M | 61.5M | 73% |
| Annual Yield % from dividends | 1.49 | 0.00 | - |
| Returns for 1 year | -3.77 | -18.37 | 21% |
| Returns for 3 years | 0.13 | 13.68 | 1% |
| Returns for 5 years | 33.49 | 32.30 | 104% |
| Returns for 10 years | -31.54 | N/A | - |
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