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MXMSX vs WCMLX
MXMSX vs WCMLX Comparison
Open Charts MXMSX vs WCMLX
Empower Small Cap Growth Instl
Price$11.42
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets146.53M
WCM Small Cap Growth Institutional
Price$13.78
Change+$0.21 (+1.55%)
VolumeN/A
Net Assets42.34M
MXMSX vs WCMLX Comparison Chart
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MXMSX vs. WCMLX commentary
Feb 01, 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: 147M vs. WCMLX (42.3M). 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). WCMLX annual gain was more profitable for investors over the last year : 10.78 vs. MXMSX (9.01). WCMLX return over 5 years is better than : 28.63 vs. MXMSX (19.83).
| 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 | 3.473 | 5.521 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 42.3M | 348% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.01 | 10.78 | 84% |
| Returns for 3 years | 2.66 | 10.33 | 26% |
| Returns for 5 years | 19.83 | 28.63 | 69% |
| Returns for 10 years | N/A | N/A | - |
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