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MXTFX vs WCMJX
MXTFX vs WCMJX Comparison
Open Charts MXTFX vs WCMJX
Empower Small Cap Value Instl
Price$6.30
Change+$0.13 (+2.11%)
VolumeN/A
Net Assets469.74M
WCM SMID Quality Val Fd Investor
Price$10.90
Change+$0.19 (+1.77%)
VolumeN/A
Net Assets60.55M
MXTFX vs WCMJX Comparison Chart
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MXTFX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MXTFX has more cash in the bank: 470M vs. WCMJX (60.6M). MXTFX pays higher dividends than WCMJX: MXTFX (2.10) vs WCMJX (0.00). MXTFX was incepted earlier than WCMJX: MXTFX (10 years) vs WCMJX (6 years). WCMJX (1.52) is less costly to investors than MXTFX (0.74). MXTFX is a more actively managed with annual turnover of: 42.00 vs. WCMJX (15.00). MXTFX has a lower initial minimum investment than WCMJX: MXTFX (0) vs WCMJX (1000). MXTFX annual gain was more profitable for investors over the last year : -10.82 vs. WCMJX (-18.11). WCMJX return over 5 years is better than : 36.62 vs. MXTFX (25.22).
| MXTFX | WCMJX | MXTFX / WCMJX | |
| Total Expense Ratio | 0.74 | 1.10 | 67% |
| Annual Report Gross Expense Ratio | 0.74 | 1.52 | 49% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -9.131 | -9.423 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -18.11 | 60% |
| Returns for 3 years | -10.43 | 4.61 | -226% |
| Returns for 5 years | 25.22 | 36.62 | 69% |
| Returns for 10 years | -24.51 | N/A | - |
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