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MSVZX vs WCMFX
MSVZX vs WCMFX Comparison
Open Charts MSVZX vs WCMFX
MassMutual Small Company Val I
Price$8.26
Change-$0.70 (-7.81%)
VolumeN/A
Net Assets58.16M
WCM SMID Quality Val Fd Institutional
Price$10.70
Change-$0.58 (-5.14%)
VolumeN/A
Net Assets61.72M
MSVZX vs WCMFX Comparison Chart
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MSVZX vs. WCMFX commentary
Apr 04, 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: 61.7M vs. MSVZX (58.2M). MSVZX pays higher dividends than WCMFX: MSVZX (1.54) vs WCMFX (0.00). MSVZX was incepted earlier than WCMFX: MSVZX (14 years) vs WCMFX (5 years). WCMFX (1.27) is less costly to investors than MSVZX (1.06). MSVZX is a more actively managed with annual turnover of: 57.00 vs. WCMFX (22.00). 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 : 0.22 vs. WCMFX (-16.07). WCMFX return over 5 years is better than : 80.77 vs. MSVZX (70.03).
| MSVZX | WCMFX | MSVZX / WCMFX | |
| Total Expense Ratio | 0.86 | 0.85 | 101% |
| Annual Report Gross Expense Ratio | 1.06 | 1.27 | 83% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -6.861 | -5.843 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.2M | 61.7M | 94% |
| Annual Yield % from dividends | 1.54 | 0.00 | - |
| Returns for 1 year | 0.22 | -16.07 | -1% |
| Returns for 3 years | -15.91 | 2.45 | -649% |
| Returns for 5 years | 70.03 | 80.77 | 87% |
| Returns for 10 years | -34.27 | N/A | - |
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