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ASMNX vs WCMLX
ASMNX vs WCMLX Comparison
Open Charts ASMNX vs WCMLX
AQR Small Cap Momentum Style N
Price$15.81
Change-$0.78 (-4.70%)
VolumeN/A
Net Assets105.99M
WCM Small Cap Growth Institutional
Price$10.31
Change-$0.50 (-4.63%)
VolumeN/A
Net Assets36.73M
ASMNX vs WCMLX Comparison Chart
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ASMNX vs. WCMLX commentary
Apr 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASMNX has more cash in the bank: 106M vs. WCMLX (36.7M). ASMNX pays higher dividends than WCMLX: ASMNX (0.27) vs WCMLX (0.00). ASMNX was incepted earlier than WCMLX: ASMNX (12 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than ASMNX (1.00). ASMNX is a more actively managed with annual turnover of: 60.00 vs. WCMLX (48.00). 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 : -19.39 vs. ASMNX (-23.74). WCMLX return over 5 years is better than : 43.99 vs. ASMNX (23.44).
| ASMNX | WCMLX | ASMNX / WCMLX | |
| Total Expense Ratio | 0.88 | 0.99 | 89% |
| Annual Report Gross Expense Ratio | 1.00 | 1.86 | 54% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | -17.913 | -19.829 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 36.7M | 289% |
| Annual Yield % from dividends | 0.27 | 0.00 | - |
| Returns for 1 year | -23.74 | -19.39 | 122% |
| Returns for 3 years | -17.15 | -15.56 | 110% |
| Returns for 5 years | 23.44 | 43.99 | 53% |
| Returns for 10 years | -24.77 | N/A | - |
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