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MXMSX vs WCMLX
MXMSX vs WCMLX Comparison
Open Charts MXMSX vs WCMLX
Empower Small Cap Growth Instl
Price$10.81
Change-$0.06 (-0.55%)
VolumeN/A
Net Assets246.7M
WCM Small Cap Growth Institutional
Price$12.95
Change-$0.06 (-0.46%)
VolumeN/A
Net Assets43.74M
MXMSX vs WCMLX Comparison Chart in %
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MXMSX vs. WCMLX commentary
Aug 08, 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 MXMSX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MXMSX has more cash in the bank: 247M vs. WCMLX (43.7M). MXMSX pays higher dividends than WCMLX: MXMSX (0.85) vs WCMLX (0.00). MXMSX was incepted earlier than WCMLX: MXMSX (10 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than MXMSX (0.95). WCMLX is a more actively managed with annual turnover of: 83.00 vs. MXMSX (55.00). MXMSX has a lower initial minimum investment than WCMLX: MXMSX (0) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 6.46 vs. MXMSX (0.46). WCMLX return over 5 years is better than : 15.95 vs. MXMSX (8.43).
| MXMSX | WCMLX | MXMSX / WCMLX | |
| Total Expense Ratio | 0.84 | 0.99 | 85% |
| Annual Report Gross Expense Ratio | 0.95 | 1.79 | 53% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -0.640 | 1.166 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 43.7M | 565% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 0.46 | 6.46 | 7% |
| Returns for 3 years | 4.86 | 12.74 | 38% |
| Returns for 5 years | 8.43 | 15.95 | 53% |
| Returns for 10 years | N/A | N/A | - |
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