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MXMSX vs WCMLX
MXMSX vs WCMLX Comparison
Open Charts MXMSX vs WCMLX
Empower Small Cap Growth Instl
Price$10.60
Change+$0.11 (+1.05%)
VolumeN/A
Net Assets215.67M
WCM Small Cap Growth Institutional
Price$12.31
Change+$0.13 (+1.07%)
VolumeN/A
Net Assets42.98M
MXMSX vs WCMLX Comparison Chart
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MXMSX vs. WCMLX 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 MXMSX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MXMSX has more cash in the bank: 216M vs. WCMLX (43M). MXMSX pays higher dividends than WCMLX: MXMSX (0.90) 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 : -1.22 vs. MXMSX (-4.63). WCMLX return over 5 years is better than : 13.83 vs. MXMSX (11.75).
| 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 | -4.113 | -5.288 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 43M | 502% |
| Annual Yield % from dividends | 0.90 | 0.00 | - |
| Returns for 1 year | -4.63 | -1.22 | 380% |
| Returns for 3 years | 4.58 | 10.63 | 43% |
| Returns for 5 years | 11.75 | 13.83 | 85% |
| Returns for 10 years | N/A | N/A | - |
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