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ASMNX vs WCMNX
ASMNX vs WCMNX Comparison
Open Charts ASMNX vs WCMNX
AQR Small Cap Momentum Style N
Price$20.30
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets139.11M
WCM Small Cap Growth Investor
Price$12.92
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets44.3M
ASMNX vs WCMNX Comparison Chart in %
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ASMNX vs. WCMNX commentary
Jul 30, 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASMNX has more cash in the bank: 139M vs. WCMNX (44.3M). ASMNX pays higher dividends than WCMNX: ASMNX (0.24) vs WCMNX (0.00). ASMNX was incepted earlier than WCMNX: ASMNX (13 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than ASMNX (1.00). WCMNX is a more actively managed with annual turnover of: 83.00 vs. ASMNX (60.00). 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 : -0.15 vs. ASMNX (-11.76). WCMNX return over 5 years is better than : 19.74 vs. ASMNX (7.83).
| ASMNX | WCMNX | ASMNX / WCMNX | |
| Total Expense Ratio | 0.88 | 1.24 | 71% |
| Annual Report Gross Expense Ratio | 1.00 | 2.04 | 49% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 5.400 | 1.812 | 298% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 44.3M | 314% |
| Annual Yield % from dividends | 0.24 | 0.00 | - |
| Returns for 1 year | -11.76 | -0.15 | 7,611% |
| Returns for 3 years | 15.63 | 15.98 | 98% |
| Returns for 5 years | 7.83 | 19.74 | 40% |
| Returns for 10 years | -4.03 | N/A | - |
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