ASMNX
Price
$17.40
Change
+$0.38 (+2.23%)
Updated
Apr 24 closing price
Net Assets
111.64M
WCMNX
Price
$11.12
Change
+$0.26 (+2.39%)
Updated
Apr 24 closing price
Net Assets
39.35M
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ASMNX vs WCMNX

Header iconASMNX vs WCMNX Comparison
Open Charts ASMNX vs WCMNXBanner chart's image
AQR Small Cap Momentum Style N
Price$17.40
Change+$0.38 (+2.23%)
VolumeN/A
Net Assets111.64M
WCM Small Cap Growth Investor
Price$11.12
Change+$0.26 (+2.39%)
VolumeN/A
Net Assets39.35M
ASMNX vs WCMNX Comparison Chart
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ASMNX vs. WCMNX commentary
Apr 26, 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.

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FUNDAMENTALS
Fundamentals
ASMNX has more cash in the bank: 112M vs. WCMNX (39.3M). 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 : -11.06 vs. ASMNX (-13.45). WCMNX return over 5 years is better than : 23.83 vs. ASMNX (14.06).
ASMNXWCMNXASMNX / WCMNX
Total Expense Ratio0.881.2471%
Annual Report Gross Expense Ratio1.002.1147%
Fund Existence12 years5 years-
Gain YTD-9.657-14.42167%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets112M39.3M285%
Annual Yield % from dividends0.270.00-
Returns for 1 year-13.45-11.06122%
Returns for 3 years-4.91-6.0681%
Returns for 5 years14.0623.8359%
Returns for 10 years-16.58N/A-
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