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ASMOX vs WCMNX
ASMOX vs WCMNX Comparison
Open Charts ASMOX vs WCMNX
AQR Small Cap Momentum Style I
Price$19.66
Change+$0.10 (+0.51%)
VolumeN/A
Net Assets138.27M
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.83M
ASMOX vs WCMNX Comparison Chart
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ASMOX vs. WCMNX commentary
Jan 19, 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: 138M vs. WCMNX (41.8M). 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 : 11.60 vs. ASMOX (5.87). WCMNX return over 5 years is better than : 21.39 vs. ASMOX (0.34).
| 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 | 2.130 | 4.649 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138M | 41.8M | 330% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 5.87 | 11.60 | 51% |
| Returns for 3 years | 2.64 | 6.92 | 38% |
| Returns for 5 years | 0.34 | 21.39 | 2% |
| Returns for 10 years | 1.83 | N/A | - |
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