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ASMOX vs WCMLX
ASMOX vs WCMLX Comparison
Open Charts ASMOX vs WCMLX
AQR Small Cap Momentum Style I
Price$23.74
Change-$0.46 (-1.90%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.33
Change-$0.35 (-2.56%)
VolumeN/A
CapitalizationN/A
ASMOX vs WCMLX Comparison Chart
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ASMOX vs. WCMLX commentary
Nov 18, 2024
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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASMOX has more cash in the bank: 143M vs. WCMLX (40.7M). ASMOX pays higher dividends than WCMLX: ASMOX (0.70) vs WCMLX (0.00). ASMOX was incepted earlier than WCMLX: ASMOX (15 years) vs WCMLX (5 years). ASMOX is a more actively managed with annual turnover of: 54.00 vs. WCMLX (48.00). WCMLX has a lower initial minimum investment than ASMOX: WCMLX (100000) vs ASMOX (5000000). ASMOX annual gain was more profitable for investors over the last year : 36.42 vs. WCMLX (20.96). WCMLX return over 5 years is better than : 30.30 vs. ASMOX (25.14).
| ASMOX | WCMLX | ASMOX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 22.308 | 8.110 | 275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 40.7M | 351% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 36.42 | 20.96 | 174% |
| Returns for 3 years | -16.97 | -17.51 | 97% |
| Returns for 5 years | 25.14 | 30.30 | 83% |
| Returns for 10 years | 11.94 | N/A | - |
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