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MXMSX vs WCMNX
MXMSX vs WCMNX Comparison
Open Charts MXMSX vs WCMNX
Empower Small Cap Growth Instl
Price$11.42
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets146.53M
WCM Small Cap Growth Investor
Price$13.60
Change+$0.21 (+1.57%)
VolumeN/A
Net Assets42.34M
MXMSX vs WCMNX Comparison Chart
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MXMSX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MXMSX has more cash in the bank: 147M vs. WCMNX (42.3M). 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 : 10.48 vs. MXMSX (9.01). WCMNX return over 5 years is better than : 27.04 vs. MXMSX (19.83).
| 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 | 3.473 | 5.516 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 10.48 | 86% |
| Returns for 3 years | 2.66 | 9.48 | 28% |
| Returns for 5 years | 19.83 | 27.04 | 73% |
| Returns for 10 years | N/A | N/A | - |
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