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ASMOX vs WCMNX
ASMOX vs WCMNX Comparison
Open Charts ASMOX vs WCMNX
AQR Small Cap Momentum Style I
Price$18.85
Change-$0.75 (-3.83%)
VolumeN/A
Net Assets131.03M
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
ASMOX vs WCMNX Comparison Chart
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ASMOX vs. WCMNX commentary
Feb 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASMOX has more cash in the bank: 131M vs. WCMNX (40.2M). ASMOX pays higher dividends than WCMNX: ASMOX (0.70) vs WCMNX (0.00). ASMOX was incepted earlier than WCMNX: ASMOX (16 years) vs WCMNX (5 years). ASMOX is a more actively managed with annual turnover of: 54.00 vs. WCMNX (48.00). 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 : -1.65 vs. ASMOX (-5.54). WCMNX return over 5 years is better than : 13.84 vs. ASMOX (-3.99).
| ASMOX | WCMNX | ASMOX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | -2.078 | -1.497 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 40.2M | 326% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | -5.54 | -1.65 | 336% |
| Returns for 3 years | 3.91 | 6.38 | 61% |
| Returns for 5 years | -3.99 | 13.84 | -29% |
| Returns for 10 years | -6.83 | N/A | - |
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