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ASMOX vs WCMNX
ASMOX vs WCMNX Comparison
Open Charts ASMOX vs WCMNX
AQR Small Cap Momentum Style I
Price$17.53
Change+$0.12 (+0.69%)
VolumeN/A
Net Assets113.87M
WCM Small Cap Growth Investor
Price$11.17
Change+$0.06 (+0.54%)
VolumeN/A
Net Assets40.22M
ASMOX vs WCMNX Comparison Chart
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ASMOX vs. WCMNX commentary
Apr 30, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASMOX has more cash in the bank: 114M vs. WCMNX (40.2M). ASMOX pays higher dividends than WCMNX: ASMOX (0.31) vs WCMNX (0.00). ASMOX was incepted earlier than WCMNX: ASMOX (16 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than ASMOX (0.75). WCMNX is a more actively managed with annual turnover of: 83.00 vs. ASMOX (60.00). WCMNX has a lower initial minimum investment than ASMOX: WCMNX (1000) vs ASMOX (5000000). WCMNX annual gain was more profitable for investors over the last year : -9.67 vs. ASMOX (-14.05). WCMNX return over 5 years is better than : 19.85 vs. ASMOX (11.01).
| ASMOX | WCMNX | ASMOX / WCMNX | |
| Total Expense Ratio | 0.63 | 1.24 | 51% |
| Annual Report Gross Expense Ratio | 0.75 | 2.11 | 36% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | -8.935 | -12.451 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 40.2M | 284% |
| Annual Yield % from dividends | 0.31 | 0.00 | - |
| Returns for 1 year | -14.05 | -9.67 | 145% |
| Returns for 3 years | 0.67 | 1.00 | 67% |
| Returns for 5 years | 11.01 | 19.85 | 55% |
| Returns for 10 years | -12.07 | N/A | - |
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