Interact to see
Advertisement
Advertisement
ASMNX vs WCMNX
ASMNX vs WCMNX Comparison
Open Charts ASMNX vs WCMNX
AQR Small Cap Momentum Style N
Price$18.86
Change-$0.37 (-1.92%)
VolumeN/A
Net Assets119.5M
WCM Small Cap Growth Investor
Price$11.80
Change-$0.22 (-1.83%)
VolumeN/A
Net Assets40.71M
ASMNX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ASMNX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASMNX has more cash in the bank: 119M vs. WCMNX (40.7M). ASMNX pays higher dividends than WCMNX: ASMNX (0.26) 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 : -3.59 vs. ASMNX (-9.59). WCMNX return over 5 years is better than : 19.31 vs. ASMNX (11.91).
| 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 | -2.077 | -7.013 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -3.59 | 267% |
| Returns for 3 years | 16.14 | 23.69 | 68% |
| Returns for 5 years | 11.91 | 19.31 | 62% |
| Returns for 10 years | -10.80 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers