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ASMNX vs WCMNX
ASMNX vs WCMNX Comparison
Open Charts ASMNX vs WCMNX
AQR Small Cap Momentum Style N
Price$19.30
Change-$1.03 (-5.07%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.72
Change-$0.50 (-3.78%)
VolumeN/A
CapitalizationN/A
ASMNX vs WCMNX Comparison Chart
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ASMNX vs. WCMNX commentary
Dec 19, 2024
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: 125M vs. WCMNX (41.8M). 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 : 10.72 vs. ASMNX (7.53). WCMNX return over 5 years is better than : 27.12 vs. ASMNX (2.30).
| 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 | 4.715 | 8.361 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 41.8M | 299% |
| Annual Yield % from dividends | 0.37 | 0.00 | - |
| Returns for 1 year | 7.53 | 10.72 | 70% |
| Returns for 3 years | -19.28 | -0.45 | 4,267% |
| Returns for 5 years | 2.30 | 27.12 | 8% |
| Returns for 10 years | 2.16 | N/A | - |
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