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ASMOX vs WCMNX
ASMOX vs WCMNX Comparison
Open Charts ASMOX vs WCMNX
AQR Small Cap Momentum Style I
Price$15.81
Change-$0.78 (-4.70%)
VolumeN/A
Net Assets105.99M
WCM Small Cap Growth Investor
Price$10.17
Change-$0.49 (-4.60%)
VolumeN/A
Net Assets36.73M
ASMOX vs WCMNX Comparison Chart
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ASMOX vs. WCMNX commentary
Apr 08, 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: 106M vs. WCMNX (36.7M). ASMOX pays higher dividends than WCMNX: ASMOX (0.31) vs WCMNX (0.00). ASMOX was incepted earlier than WCMNX: ASMOX (16 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than ASMOX (0.75). ASMOX is a more actively managed with annual turnover of: 60.00 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 : -19.60 vs. ASMOX (-23.57). WCMNX return over 5 years is better than : 42.24 vs. ASMOX (24.57).
| 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 | 5 years | - |
| Gain YTD | -17.870 | -19.858 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 36.7M | 289% |
| Annual Yield % from dividends | 0.31 | 0.00 | - |
| Returns for 1 year | -23.57 | -19.60 | 120% |
| Returns for 3 years | -16.56 | -16.16 | 102% |
| Returns for 5 years | 24.57 | 42.24 | 58% |
| Returns for 10 years | -23.16 | N/A | - |
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