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ASMNX vs WCMLX
ASMNX vs WCMLX Comparison
Open Charts ASMNX vs WCMLX
AQR Small Cap Momentum Style N
Price$18.86
Change-$0.37 (-1.92%)
VolumeN/A
Net Assets119.5M
WCM Small Cap Growth Institutional
Price$11.97
Change-$0.22 (-1.80%)
VolumeN/A
Net Assets40.71M
ASMNX vs WCMLX Comparison Chart
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ASMNX vs. WCMLX commentary
Jun 15, 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: 119M vs. WCMLX (40.7M). ASMNX pays higher dividends than WCMLX: ASMNX (0.26) 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 : -3.31 vs. ASMNX (-9.59). WCMLX return over 5 years is better than : 20.79 vs. ASMNX (11.91).
| 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 | -2.077 | -6.921 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 40.7M | 292% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | -9.59 | -3.31 | 290% |
| Returns for 3 years | 16.14 | 24.69 | 65% |
| Returns for 5 years | 11.91 | 20.79 | 57% |
| Returns for 10 years | -10.80 | N/A | - |
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