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MXMSX vs WCMNX
MXMSX vs WCMNX Comparison
Open Charts MXMSX vs WCMNX
Empower Small Cap Growth Instl
Price$9.06
Change+$0.14 (+1.57%)
VolumeN/A
Net Assets179.59M
WCM Small Cap Growth Investor
Price$10.63
Change+$0.15 (+1.43%)
VolumeN/A
Net Assets38.46M
MXMSX vs WCMNX Comparison Chart
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MXMSX vs. WCMNX commentary
Apr 12, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MXMSX has more cash in the bank: 180M vs. WCMNX (38.5M). MXMSX pays higher dividends than WCMNX: MXMSX (0.95) vs WCMNX (0.00). MXMSX was incepted earlier than WCMNX: MXMSX (10 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than MXMSX (0.95). MXMSX is a more actively managed with annual turnover of: 55.00 vs. WCMNX (48.00). MXMSX has a lower initial minimum investment than WCMNX: MXMSX (0) vs WCMNX (1000). WCMNX annual gain was more profitable for investors over the last year : -17.15 vs. MXMSX (-19.12). WCMNX return over 5 years is better than : 23.00 vs. MXMSX (19.22).
| MXMSX | WCMNX | MXMSX / WCMNX | |
| Total Expense Ratio | 0.84 | 1.24 | 68% |
| Annual Report Gross Expense Ratio | 0.95 | 2.11 | 45% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | -18.464 | -17.415 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 38.5M | 468% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | -19.12 | -17.15 | 111% |
| Returns for 3 years | -15.56 | -10.12 | 154% |
| Returns for 5 years | 19.22 | 23.00 | 84% |
| Returns for 10 years | N/A | N/A | - |