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MXMSX vs WCMLX
MXMSX vs WCMLX Comparison
Open Charts MXMSX vs WCMLX
Empower Small Cap Growth Instl
Price$12.51
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$14.33
Change+$0.16 (+1.13%)
VolumeN/A
CapitalizationN/A
MXMSX vs WCMLX Comparison Chart
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MXMSX vs. WCMLX commentary
Nov 12, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MXMSX has more cash in the bank: 147M vs. WCMLX (43.6M). 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 : 37.86 vs. WCMLX (35.83). WCMLX return over 5 years is better than : 41.88 vs. MXMSX (32.73).
| 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 | 16.682 | 16.221 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 43.6M | 337% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 37.86 | 35.83 | 106% |
| Returns for 3 years | -14.82 | -10.99 | 135% |
| Returns for 5 years | 32.73 | 41.88 | 78% |
| Returns for 10 years | N/A | N/A | - |
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