Interact to see
Advertisement
Advertisement
ASMOX vs WCMLX
ASMOX vs WCMLX Comparison
Open Charts ASMOX vs WCMLX
AQR Small Cap Momentum Style I
Price$18.36
Change-$0.48 (-2.55%)
VolumeN/A
Net Assets121.2M
WCM Small Cap Growth Institutional
Price$11.91
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets43.65M
ASMOX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ASMOX vs. WCMLX commentary
May 23, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASMOX has more cash in the bank: 121M vs. WCMLX (43.7M). ASMOX pays higher dividends than WCMLX: ASMOX (0.31) 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 : -2.92 vs. ASMOX (-13.65). WCMLX return over 5 years is better than : 22.29 vs. ASMOX (10.72).
| 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 | -4.623 | -4.432 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 43.7M | 277% |
| Annual Yield % from dividends | 0.31 | 0.00 | - |
| Returns for 1 year | -13.65 | -2.92 | 467% |
| Returns for 3 years | 11.35 | 19.44 | 58% |
| Returns for 5 years | 10.72 | 22.29 | 48% |
| Returns for 10 years | -9.76 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IAE | 6.62 | 0.01 | +0.15% |
| VOYA ASIA PACIFIC HIGH DIVIDEND EQUITY Income FUND | |||
| IBTJ | 21.62 | -0.06 | -0.28% |
| iShares iBonds Dec 2029 Term Tr ETF | |||
| HYUP | 41.38 | -0.28 | -0.66% |
| Xtrackers High Beta High Yield Bond ETF | |||
| MQT | 9.60 | -0.13 | -1.34% |
| Blackrock Muni Yield Quality Fund II | |||
| VTHR | 257.62 | -4.11 | -1.57% |
| Vanguard Russell 3000 ETF | |||