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ASMOX vs WCMLX
ASMOX vs WCMLX Comparison
Open Charts ASMOX vs WCMLX
AQR Small Cap Momentum Style I
Price$23.22
Change-$0.23 (-0.98%)
VolumeN/A
Net Assets139.64M
WCM Small Cap Growth Institutional
Price$13.74
Change-$0.15 (-1.08%)
VolumeN/A
Net Assets44.14M
ASMOX vs WCMLX Comparison Chart in %
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ASMOX vs. WCMLX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
ASMOX has more cash in the bank: 140M vs. WCMLX (44.1M). ASMOX pays higher dividends than WCMLX: ASMOX (0.25) 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 : 6.19 vs. ASMOX (3.63). WCMLX return over 5 years is better than : 15.37 vs. ASMOX (14.48).
| 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 | 21.818 | 8.009 | 272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 44.1M | 317% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | 3.63 | 6.19 | 59% |
| Returns for 3 years | 45.61 | 36.44 | 125% |
| Returns for 5 years | 14.48 | 15.37 | 94% |
| Returns for 10 years | 23.47 | N/A | - |
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