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ASMNX vs WCMLX
ASMNX vs WCMLX Comparison
Open Charts ASMNX vs WCMLX
AQR Small Cap Momentum Style N
Price$20.31
Change+$0.27 (+1.35%)
VolumeN/A
Net Assets130.65M
WCM Small Cap Growth Institutional
Price$12.74
Change+$0.12 (+0.95%)
VolumeN/A
Net Assets42.98M
ASMNX vs WCMLX Comparison Chart in %
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ASMNX vs. WCMLX commentary
Jul 07, 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 StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASMNX has more cash in the bank: 131M vs. WCMLX (43M). ASMNX pays higher dividends than WCMLX: ASMNX (0.24) 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 : 2.91 vs. ASMNX (-2.64). WCMLX return over 5 years is better than : 21.91 vs. ASMNX (13.85).
| ASMNX | WCMLX | ASMNX / WCMLX | |
| Total Expense Ratio | 0.88 | 0.99 | 89% |
| Annual Report Gross Expense Ratio | 1.00 | 1.79 | 56% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 5.452 | -0.933 | -584% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 43M | 305% |
| Annual Yield % from dividends | 0.24 | 0.00 | - |
| Returns for 1 year | -2.64 | 2.91 | -91% |
| Returns for 3 years | 27.41 | 26.01 | 105% |
| Returns for 5 years | 13.85 | 21.91 | 63% |
| Returns for 10 years | -3.22 | N/A | - |
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