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ASMOX vs WCMLX
ASMOX vs WCMLX Comparison
Open Charts ASMOX vs WCMLX
AQR Small Cap Momentum Style I
Price$18.87
Change-$0.37 (-1.92%)
VolumeN/A
Net Assets121.77M
WCM Small Cap Growth Institutional
Price$11.97
Change-$0.22 (-1.80%)
VolumeN/A
Net Assets41.48M
ASMOX vs WCMLX Comparison Chart
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ASMOX vs. WCMLX commentary
Jun 14, 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: 122M vs. WCMLX (41.5M). ASMOX pays higher dividends than WCMLX: ASMOX (0.29) 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 : -1.53 vs. ASMOX (-9.38). WCMLX return over 5 years is better than : 23.01 vs. ASMOX (12.99).
| 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 | -1.974 | -5.210 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 41.5M | 294% |
| Annual Yield % from dividends | 0.29 | 0.00 | - |
| Returns for 1 year | -9.38 | -1.53 | 611% |
| Returns for 3 years | 17.03 | 26.98 | 63% |
| Returns for 5 years | 12.99 | 23.01 | 56% |
| Returns for 10 years | -8.88 | N/A | - |
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