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MXMSX vs WCMNX
MXMSX vs WCMNX Comparison
Open Charts MXMSX vs WCMNX
Empower Small Cap Growth Instl
Price$10.60
Change+$0.11 (+1.05%)
VolumeN/A
Net Assets215.67M
WCM Small Cap Growth Investor
Price$12.14
Change+$0.13 (+1.08%)
VolumeN/A
Net Assets42.98M
MXMSX vs WCMNX Comparison Chart
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MXMSX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MXMSX has more cash in the bank: 216M vs. WCMNX (43M). MXMSX pays higher dividends than WCMNX: MXMSX (0.90) vs WCMNX (0.00). MXMSX was incepted earlier than WCMNX: MXMSX (10 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than MXMSX (0.95). WCMNX is a more actively managed with annual turnover of: 83.00 vs. MXMSX (55.00). 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 : -1.48 vs. MXMSX (-4.63). WCMNX (12.35) and MXMSX (11.75) have equivalent 5 years return.
| MXMSX | WCMNX | MXMSX / WCMNX | |
| Total Expense Ratio | 0.84 | 1.24 | 68% |
| Annual Report Gross Expense Ratio | 0.95 | 2.04 | 47% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -4.113 | -5.359 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -1.48 | 313% |
| Returns for 3 years | 4.58 | 9.78 | 47% |
| Returns for 5 years | 11.75 | 12.35 | 95% |
| Returns for 10 years | N/A | N/A | - |
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