ASMNX
Price
$21.44
Change
+$0.07 (+0.33%)
Updated
Nov 18 closing price
Net Assets
137.33M
WCMLX
Price
$13.09
Change
+$0.05 (+0.38%)
Updated
Nov 18 closing price
Net Assets
41.13M
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ASMNX vs WCMLX

Header iconASMNX vs WCMLX Comparison
Open Charts ASMNX vs WCMLXBanner chart's image
AQR Small Cap Momentum Style N
Price$21.44
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets137.33M
WCM Small Cap Growth Institutional
Price$13.09
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets41.13M
ASMNX vs WCMLX Comparison Chart in %
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ASMNX vs. WCMLX commentary
Nov 20, 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 ASMNX is a Hold and WCMLX is a Hold.

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FUNDAMENTALS
Fundamentals
ASMNX has more cash in the bank: 137M vs. WCMLX (41.1M). ASMNX pays higher dividends than WCMLX: ASMNX (0.21) vs WCMLX (0.00). ASMNX was incepted earlier than WCMLX: ASMNX (13 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than ASMNX (1.00). WCMLX is a more actively managed with annual turnover of: 83.00 vs. ASMNX (60.00). ASMNX has a lower initial minimum investment than WCMLX: ASMNX (2500) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -2.18 vs. ASMNX (-9.97). WCMLX return over 5 years is better than : -0.99 vs. ASMNX (-1.41).
ASMNXWCMLXASMNX / WCMLX
Total Expense Ratio0.880.9989%
Annual Report Gross Expense Ratio1.001.7956%
Fund Existence13 years6 years-
Gain YTD11.3191.400809%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets137M41.1M333%
Annual Yield % from dividends0.210.00-
Returns for 1 year-9.97-2.18458%
Returns for 3 years21.1720.96101%
Returns for 5 years-1.41-0.99143%
Returns for 10 years8.32N/A-
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