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MXMSX vs WCMNX
MXMSX vs WCMNX Comparison
Open Charts MXMSX vs WCMNX
Empower Small Cap Growth Instl
Price$11.84
Change+$0.10 (+0.85%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.79
Change+$0.09 (+0.71%)
VolumeN/A
CapitalizationN/A
MXMSX vs WCMNX Comparison Chart
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MXMSX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MXMSX has more cash in the bank: 143M vs. WCMNX (40.5M). MXMSX (0.00) and WCMNX (0.00) have matching dividends . MXMSX was incepted earlier than WCMNX: MXMSX (9 years) vs WCMNX (5 years). MXMSX is a more actively managed with annual turnover of: 60.00 vs. WCMNX (48.00). MXMSX has a lower initial minimum investment than WCMNX: MXMSX (0) vs WCMNX (1000). MXMSX annual gain was more profitable for investors over the last year : 13.19 vs. WCMNX (5.62). WCMNX return over 5 years is better than : 22.28 vs. MXMSX (18.45).
| MXMSX | WCMNX | MXMSX / WCMNX | |
| 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 | 4.836 | 240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 5.62 | 235% |
| Returns for 3 years | -12.86 | -5.75 | 224% |
| Returns for 5 years | 18.45 | 22.28 | 83% |
| Returns for 10 years | N/A | N/A | - |
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