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MXMSX vs WCMLX
MXMSX vs WCMLX Comparison
Open Charts MXMSX vs WCMLX
Empower Small Cap Growth Instl
Price$11.84
Change+$0.10 (+0.85%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.95
Change+$0.08 (+0.62%)
VolumeN/A
CapitalizationN/A
MXMSX vs WCMLX Comparison Chart
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MXMSX vs. WCMLX commentary
Dec 23, 2024
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 MXMSX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MXMSX has more cash in the bank: 143M vs. WCMLX (40.5M). MXMSX (0.00) and WCMLX (0.00) have matching dividends . MXMSX was incepted earlier than WCMLX: MXMSX (9 years) vs WCMLX (5 years). MXMSX is a more actively managed with annual turnover of: 60.00 vs. WCMLX (48.00). MXMSX has a lower initial minimum investment than WCMLX: MXMSX (0) vs WCMLX (100000). MXMSX annual gain was more profitable for investors over the last year : 13.19 vs. WCMLX (5.89). WCMLX return over 5 years is better than : 23.80 vs. MXMSX (18.45).
| MXMSX | WCMLX | MXMSX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 11.593 | 5.028 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 40.5M | 353% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.19 | 5.89 | 224% |
| Returns for 3 years | -12.86 | -5.06 | 254% |
| Returns for 5 years | 18.45 | 23.80 | 78% |
| Returns for 10 years | N/A | N/A | - |
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