Ad is loading...
MXMSX vs WCMNX
MXMSX vs WCMNX Comparison
Open Charts MXMSX vs WCMNX
Empower Small Cap Growth Instl
Price$10.12
Change-$0.32 (-3.07%)
VolumeN/A
Net Assets153.04M
WCM Small Cap Growth Investor
Price$11.94
Change-$0.44 (-3.55%)
VolumeN/A
Net Assets40.12M
MXMSX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MXMSX vs. WCMNX commentary
Mar 04, 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: 153M vs. WCMNX (40.1M). 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). WCMNX annual gain was more profitable for investors over the last year : -5.28 vs. MXMSX (-7.58). WCMNX return over 5 years is better than : 22.70 vs. MXMSX (15.79).
| 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 | -4.570 | -2.443 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 40.1M | 382% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.58 | -5.28 | 144% |
| Returns for 3 years | -2.08 | 5.90 | -35% |
| Returns for 5 years | 15.79 | 22.70 | 70% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers