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ASMOX vs WCMLX
ASMOX vs WCMLX Comparison
Open Charts ASMOX vs WCMLX
AQR Small Cap Momentum Style I
Price$20.32
Change+$0.26 (+1.30%)
VolumeN/A
Net Assets130.65M
WCM Small Cap Growth Institutional
Price$12.74
Change+$0.12 (+0.95%)
VolumeN/A
Net Assets42.98M
ASMOX vs WCMLX Comparison Chart in %
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ASMOX vs. WCMLX commentary
Jul 05, 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 StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASMOX has more cash in the bank: 131M vs. WCMLX (43M). ASMOX pays higher dividends than WCMLX: ASMOX (0.28) vs WCMLX (0.00). ASMOX was incepted earlier than WCMLX: ASMOX (16 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than ASMOX (0.75). WCMLX is a more actively managed with annual turnover of: 83.00 vs. ASMOX (60.00). 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 : 2.91 vs. ASMOX (-2.42). WCMLX return over 5 years is better than : 21.91 vs. ASMOX (14.88).
| ASMOX | WCMLX | ASMOX / WCMLX | |
| Total Expense Ratio | 0.63 | 0.99 | 64% |
| Annual Report Gross Expense Ratio | 0.75 | 1.79 | 42% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 5.558 | -0.933 | -596% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 43M | 305% |
| Annual Yield % from dividends | 0.28 | 0.00 | - |
| Returns for 1 year | -2.42 | 2.91 | -83% |
| Returns for 3 years | 28.37 | 26.01 | 109% |
| Returns for 5 years | 14.88 | 21.91 | 68% |
| Returns for 10 years | -1.19 | N/A | - |
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