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ASMNX vs WCMNX
ASMNX vs WCMNX Comparison
Open Charts ASMNX vs WCMNX
AQR Small Cap Momentum Style N
Price$23.19
Change-$0.23 (-0.98%)
VolumeN/A
Net Assets139.64M
WCM Small Cap Growth Investor
Price$13.54
Change-$0.15 (-1.10%)
VolumeN/A
Net Assets44.14M
ASMNX vs WCMNX Comparison Chart in %
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ASMNX vs. WCMNX commentary
Oct 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 Buy and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
ASMNX has more cash in the bank: 140M vs. WCMNX (44.1M). ASMNX pays higher dividends than WCMNX: ASMNX (0.21) 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 : 5.96 vs. ASMNX (3.41). WCMNX (13.89) and ASMNX (13.40) have equivalent 5 years return.
| 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 | 21.599 | 7.880 | 274% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 44.1M | 317% |
| Annual Yield % from dividends | 0.21 | 0.00 | - |
| Returns for 1 year | 3.41 | 5.96 | 57% |
| Returns for 3 years | 44.49 | 35.54 | 125% |
| Returns for 5 years | 13.40 | 13.89 | 96% |
| Returns for 10 years | 20.95 | N/A | - |
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