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ASMOX vs WCMNX
ASMOX vs WCMNX Comparison
Open Charts ASMOX vs WCMNX
AQR Small Cap Momentum Style I
Price$19.68
Change-$0.44 (-2.19%)
VolumeN/A
Net Assets134.64M
WCM Small Cap Growth Investor
Price$12.67
Change-$0.22 (-1.71%)
VolumeN/A
Net Assets43.42M
ASMOX vs WCMNX Comparison Chart in %
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ASMOX vs. WCMNX commentary
Aug 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASMOX has more cash in the bank: 135M vs. WCMNX (43.4M). ASMOX pays higher dividends than WCMNX: ASMOX (0.27) 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 : 0.24 vs. ASMOX (-11.03). WCMNX return over 5 years is better than : 18.74 vs. ASMOX (5.88).
| 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 | 2.234 | -0.158 | -1,417% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 43.4M | 311% |
| Annual Yield % from dividends | 0.27 | 0.00 | - |
| Returns for 1 year | -11.03 | 0.24 | -4,649% |
| Returns for 3 years | 13.15 | 13.23 | 99% |
| Returns for 5 years | 5.88 | 18.74 | 31% |
| Returns for 10 years | -4.61 | N/A | - |
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