Interact to see
Advertisement
Advertisement
PQSAX vs WCMLX
PQSAX vs WCMLX Comparison
Open Charts PQSAX vs WCMLX
Virtus KAR Small-Cap Value A
Price$23.02
Change-$0.10 (-0.43%)
VolumeN/A
Net Assets635.97M
WCM Small Cap Growth Institutional
Price$13.15
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets41.26M
PQSAX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PQSAX vs. WCMLX commentary
Nov 20, 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 PQSAX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
PQSAX has more cash in the bank: 636M vs. WCMLX (41.3M). PQSAX pays higher dividends than WCMLX: PQSAX (0.50) vs WCMLX (0.00). PQSAX was incepted earlier than WCMLX: PQSAX (19 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than PQSAX (1.21). WCMLX is a more actively managed with annual turnover of: 83.00 vs. PQSAX (6.00). PQSAX has a lower initial minimum investment than WCMLX: PQSAX (2500) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -3.04 vs. PQSAX (-17.47). PQSAX return over 5 years is better than : 0.99 vs. WCMLX (-0.83).
| PQSAX | WCMLX | PQSAX / WCMLX | |
| Total Expense Ratio | 1.21 | 0.99 | 122% |
| Annual Report Gross Expense Ratio | 1.21 | 1.79 | 68% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -8.976 | 1.788 | -502% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 41.3M | 1,540% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | -17.47 | -3.04 | 575% |
| Returns for 3 years | 1.28 | 21.43 | 6% |
| Returns for 5 years | 0.99 | -0.83 | -118% |
| Returns for 10 years | 59.39 | N/A | - |