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ASMOX vs WCMNX
ASMOX vs WCMNX Comparison
Open Charts ASMOX vs WCMNX
AQR Small Cap Momentum Style I
Price$18.36
Change-$0.48 (-2.55%)
VolumeN/A
Net Assets121.2M
WCM Small Cap Growth Investor
Price$11.76
Change-$0.36 (-2.97%)
VolumeN/A
Net Assets43.65M
ASMOX vs WCMNX Comparison Chart
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ASMOX vs. WCMNX commentary
May 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASMOX has more cash in the bank: 121M vs. WCMNX (43.7M). 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 (2.04) 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 : -3.19 vs. ASMOX (-13.65). WCMNX return over 5 years is better than : 20.72 vs. ASMOX (10.72).
| ASMOX | WCMNX | ASMOX / WCMNX | |
| Total Expense Ratio | 0.63 | 1.24 | 51% |
| Annual Report Gross Expense Ratio | 0.75 | 2.04 | 37% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | -4.623 | -4.492 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 43.7M | 277% |
| Annual Yield % from dividends | 0.31 | 0.00 | - |
| Returns for 1 year | -13.65 | -3.19 | 427% |
| Returns for 3 years | 11.35 | 18.59 | 61% |
| Returns for 5 years | 10.72 | 20.72 | 52% |
| Returns for 10 years | -9.76 | N/A | - |
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