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ASMNX vs WCMNX
ASMNX vs WCMNX Comparison
Open Charts ASMNX vs WCMNX
AQR Small Cap Momentum Style N
Price$21.69
Change+$0.12 (+0.56%)
VolumeN/A
Net Assets149.92M
WCM Small Cap Growth Investor
Price$13.51
Change+$0.12 (+0.90%)
VolumeN/A
Net Assets44.98M
ASMNX vs WCMNX Comparison Chart in %
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ASMNX vs. WCMNX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
ASMNX has more cash in the bank: 150M vs. WCMNX (45M). ASMNX pays higher dividends than WCMNX: ASMNX (0.23) 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 : 7.31 vs. ASMNX (2.45). WCMNX return over 5 years is better than : 20.52 vs. ASMNX (14.73).
| 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 | 12.617 | 6.462 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 45M | 333% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | 2.45 | 7.31 | 34% |
| Returns for 3 years | 23.62 | 28.54 | 83% |
| Returns for 5 years | 14.73 | 20.52 | 72% |
| Returns for 10 years | 9.64 | N/A | - |
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