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ASMOX vs WCMLX
ASMOX vs WCMLX Comparison
Open Charts ASMOX vs WCMLX
AQR Small Cap Momentum Style I
Price$17.06
Change-$0.59 (-3.34%)
VolumeN/A
Net Assets121.8M
WCM Small Cap Growth Institutional
Price$11.41
Change-$0.41 (-3.47%)
VolumeN/A
Net Assets42.14M
ASMOX vs WCMLX Comparison Chart
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ASMOX vs. WCMLX commentary
Mar 11, 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 ASMOX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASMOX has more cash in the bank: 122M vs. WCMLX (42.1M). ASMOX pays higher dividends than WCMLX: ASMOX (0.29) vs WCMLX (0.00). ASMOX was incepted earlier than WCMLX: ASMOX (16 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than ASMOX (0.75). ASMOX is a more actively managed with annual turnover of: 60.00 vs. WCMLX (48.00). WCMLX has a lower initial minimum investment than ASMOX: WCMLX (100000) vs ASMOX (5000000). WCMLX annual gain was more profitable for investors over the last year : -10.86 vs. ASMOX (-15.65). WCMLX return over 5 years is better than : 23.12 vs. ASMOX (2.22).
| ASMOX | WCMLX | ASMOX / WCMLX | |
| Total Expense Ratio | 0.63 | 0.99 | 64% |
| Annual Report Gross Expense Ratio | 0.75 | 1.86 | 40% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | -8.312 | -8.087 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 42.1M | 290% |
| Annual Yield % from dividends | 0.29 | 0.00 | - |
| Returns for 1 year | -15.65 | -10.86 | 144% |
| Returns for 3 years | -2.92 | 4.51 | -65% |
| Returns for 5 years | 2.22 | 23.12 | 10% |
| Returns for 10 years | -10.87 | N/A | - |
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