ASMOX
Price
$19.29
Change
-$1.03 (-5.07%)
Updated
Dec 18 closing price
WCMNX
Price
$12.72
Change
-$0.50 (-3.78%)
Updated
Dec 18 closing price
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ASMOX vs WCMNX

Header iconASMOX vs WCMNX Comparison
Open Charts ASMOX vs WCMNXBanner chart's image
AQR Small Cap Momentum Style I
Price$19.29
Change-$1.03 (-5.07%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.72
Change-$0.50 (-3.78%)
VolumeN/A
CapitalizationN/A
ASMOX vs WCMNX Comparison Chart
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ASMOX vs. WCMNX commentary
Dec 19, 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 Hold and WCMNX is a StrongBuy.

FUNDAMENTALS
Fundamentals
ASMOX has more cash in the bank: 125M vs. WCMNX (41.8M). ASMOX pays higher dividends than WCMNX: ASMOX (0.70) vs WCMNX (0.00). ASMOX was incepted earlier than WCMNX: ASMOX (15 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 : 10.72 vs. ASMOX (7.80). WCMNX return over 5 years is better than : 27.12 vs. ASMOX (3.31).
ASMOXWCMNXASMOX / WCMNX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years5 years-
Gain YTD4.9698.36159%
Front LoadN/AN/A-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets125M41.8M299%
Annual Yield % from dividends0.700.00-
Returns for 1 year7.8010.7273%
Returns for 3 years-18.69-0.454,138%
Returns for 5 years3.3127.1212%
Returns for 10 years4.37N/A-
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