Interact to see
Advertisement
Advertisement
MXMSX vs WCMNX
MXMSX vs WCMNX Comparison
Open Charts MXMSX vs WCMNX
Empower Small Cap Growth Instl
Price$10.84
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets242.47M
WCM Small Cap Growth Investor
Price$12.51
Change+$0.11 (+0.89%)
VolumeN/A
Net Assets42.42M
MXMSX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MXMSX vs. WCMNX commentary
Jul 17, 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: 242M vs. WCMNX (42.4M). MXMSX pays higher dividends than WCMNX: MXMSX (0.86) 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 : -6.27 vs. MXMSX (-9.91). WCMNX return over 5 years is better than : 16.76 vs. MXMSX (12.97).
| 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 | -1.828 | -2.285 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 42.4M | 571% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | -9.91 | -6.27 | 158% |
| Returns for 3 years | 14.50 | 20.39 | 71% |
| Returns for 5 years | 12.97 | 16.76 | 77% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement