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ASMNX vs WCMNX
ASMNX vs WCMNX Comparison
Open Charts ASMNX vs WCMNX
AQR Small Cap Momentum Style N
Price$16.59
Change-$1.18 (-6.64%)
VolumeN/A
Net Assets119.38M
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
ASMNX vs WCMNX Comparison Chart
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ASMNX vs. WCMNX commentary
Apr 04, 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: 119M vs. WCMNX (41.6M). ASMNX pays higher dividends than WCMNX: ASMNX (0.27) vs WCMNX (0.00). ASMNX was incepted earlier than WCMNX: ASMNX (12 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than ASMNX (1.00). ASMNX is a more actively managed with annual turnover of: 60.00 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 : -10.22 vs. ASMNX (-15.38). WCMNX return over 5 years is better than : 60.98 vs. ASMNX (38.75).
| ASMNX | WCMNX | ASMNX / WCMNX | |
| Total Expense Ratio | 0.88 | 1.24 | 71% |
| Annual Report Gross Expense Ratio | 1.00 | 2.11 | 47% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | -7.736 | -9.299 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 41.6M | 286% |
| Annual Yield % from dividends | 0.27 | 0.00 | - |
| Returns for 1 year | -15.38 | -10.22 | 151% |
| Returns for 3 years | -9.37 | -7.10 | 132% |
| Returns for 5 years | 38.75 | 60.98 | 64% |
| Returns for 10 years | -15.95 | N/A | - |
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