Interact to see
Advertisement
Advertisement
ASMOX vs WCMNX
ASMOX vs WCMNX Comparison
Open Charts ASMOX vs WCMNX
AQR Small Cap Momentum Style I
Price$20.32
Change+$0.26 (+1.30%)
VolumeN/A
Net Assets130.65M
WCM Small Cap Growth Investor
Price$12.56
Change+$0.12 (+0.96%)
VolumeN/A
Net Assets42.98M
ASMOX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ASMOX vs. WCMNX commentary
Jul 05, 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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASMOX has more cash in the bank: 131M vs. WCMNX (43M). ASMOX pays higher dividends than WCMNX: ASMOX (0.28) 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 : 2.70 vs. ASMOX (-2.42). WCMNX return over 5 years is better than : 20.31 vs. ASMOX (14.88).
| 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 | 5.558 | -1.024 | -543% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 43M | 305% |
| Annual Yield % from dividends | 0.28 | 0.00 | - |
| Returns for 1 year | -2.42 | 2.70 | -90% |
| Returns for 3 years | 28.37 | 25.10 | 113% |
| Returns for 5 years | 14.88 | 20.31 | 73% |
| Returns for 10 years | -1.19 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement