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MSVZX vs WCMFX
MSVZX vs WCMFX Comparison
Open Charts MSVZX vs WCMFX
MassMutual Small Company Val I
Price$9.42
Change-$0.23 (-2.38%)
VolumeN/A
Net Assets65.29M
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
MSVZX vs WCMFX Comparison Chart
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MSVZX vs. WCMFX commentary
Feb 23, 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 (66.5M) and MSVZX (65.3M) have equal amount of cash in the bank . MSVZX pays higher dividends than WCMFX: MSVZX (0.78) vs WCMFX (0.00). MSVZX was incepted earlier than WCMFX: MSVZX (14 years) vs WCMFX (5 years). MSVZX is a more actively managed with annual turnover of: 44.00 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 : 9.47 vs. WCMFX (-6.03). WCMFX return over 5 years is better than : 11.06 vs. MSVZX (6.24).
| MSVZX | WCMFX | MSVZX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -2.079 | -1.085 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.3M | 66.5M | 98% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | 9.47 | -6.03 | -157% |
| Returns for 3 years | -11.91 | 9.72 | -123% |
| Returns for 5 years | 6.24 | 11.06 | 56% |
| Returns for 10 years | -29.55 | N/A | - |
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