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ASMNX vs WCMNX
ASMNX vs WCMNX Comparison
Open Charts ASMNX vs WCMNX
AQR Small Cap Momentum Style N
Price$18.85
Change-$0.76 (-3.88%)
VolumeN/A
Net Assets136.2M
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
ASMNX vs WCMNX Comparison Chart
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ASMNX vs. WCMNX commentary
Feb 23, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASMNX has more cash in the bank: 136M vs. WCMNX (40.2M). ASMNX pays higher dividends than WCMNX: ASMNX (0.37) vs WCMNX (0.00). ASMNX was incepted earlier than WCMNX: ASMNX (12 years) vs WCMNX (5 years). ASMNX is a more actively managed with annual turnover of: 54.00 vs. WCMNX (48.00). WCMNX has a lower initial minimum investment than ASMNX: WCMNX (1000) vs ASMNX (2500). WCMNX annual gain was more profitable for investors over the last year : 1.49 vs. ASMNX (-5.81). WCMNX return over 5 years is better than : 17.49 vs. ASMNX (-4.96).
| ASMNX | WCMNX | ASMNX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | -2.129 | 1.655 | -129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136M | 40.2M | 338% |
| Annual Yield % from dividends | 0.37 | 0.00 | - |
| Returns for 1 year | -5.81 | 1.49 | -389% |
| Returns for 3 years | 3.12 | 9.79 | 32% |
| Returns for 5 years | -4.96 | 17.49 | -28% |
| Returns for 10 years | -8.78 | N/A | - |
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