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MXTFX vs WCMFX
MXTFX vs WCMFX Comparison
Open Charts MXTFX vs WCMFX
Empower Small Cap Value Instl
Price$6.30
Change+$0.13 (+2.11%)
VolumeN/A
Net Assets469.74M
WCM SMID Quality Val Fd Institutional
Price$11.09
Change+$0.19 (+1.74%)
VolumeN/A
Net Assets60.55M
MXTFX vs WCMFX Comparison Chart
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MXTFX vs. WCMFX commentary
May 09, 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 MXTFX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MXTFX has more cash in the bank: 470M vs. WCMFX (60.6M). MXTFX pays higher dividends than WCMFX: MXTFX (2.10) vs WCMFX (0.00). MXTFX was incepted earlier than WCMFX: MXTFX (10 years) vs WCMFX (6 years). WCMFX (1.27) is less costly to investors than MXTFX (0.74). MXTFX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). MXTFX has a lower initial minimum investment than WCMFX: MXTFX (0) vs WCMFX (100000). MXTFX annual gain was more profitable for investors over the last year : -10.82 vs. WCMFX (-17.73). WCMFX return over 5 years is better than : 38.87 vs. MXTFX (25.22).
| MXTFX | WCMFX | MXTFX / WCMFX | |
| Total Expense Ratio | 0.74 | 0.85 | 87% |
| Annual Report Gross Expense Ratio | 0.74 | 1.27 | 58% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -9.131 | -9.349 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 60.6M | 776% |
| Annual Yield % from dividends | 2.10 | 0.00 | - |
| Returns for 1 year | -10.82 | -17.73 | 61% |
| Returns for 3 years | -10.43 | 5.64 | -185% |
| Returns for 5 years | 25.22 | 38.87 | 65% |
| Returns for 10 years | -24.51 | N/A | - |
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