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MSVZX vs WCMFX
MSVZX vs WCMFX Comparison
Open Charts MSVZX vs WCMFX
MassMutual Small Company Val I
Price$8.96
Change+$0.14 (+1.59%)
VolumeN/A
Net Assets45.1M
WCM SMID Quality Val Fd Institutional
Price$11.33
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets60.5M
MSVZX vs WCMFX Comparison Chart
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MSVZX vs. WCMFX commentary
Jun 07, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 60.5M vs. MSVZX (45.1M). MSVZX pays higher dividends than WCMFX: MSVZX (1.54) 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 : 0.54 vs. WCMFX (-14.31). WCMFX return over 5 years is better than : 23.87 vs. MSVZX (16.25).
| 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 | -8.316 | -6.010 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1M | 60.5M | 75% |
| Annual Yield % from dividends | 1.54 | 0.00 | - |
| Returns for 1 year | 0.54 | -14.31 | -4% |
| Returns for 3 years | -14.90 | 5.04 | -296% |
| Returns for 5 years | 16.25 | 23.87 | 68% |
| Returns for 10 years | -34.31 | N/A | - |
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