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PQSAX vs WCMLX
PQSAX vs WCMLX Comparison
Open Charts PQSAX vs WCMLX
Virtus KAR Small-Cap Value A
Price$24.71
Change+$0.13 (+0.53%)
VolumeN/A
Net Assets749.14M
WCM Small Cap Growth Institutional
Price$13.95
Change+$0.21 (+1.53%)
VolumeN/A
Net Assets43.69M
PQSAX vs WCMLX Comparison Chart in %
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PQSAX vs. WCMLX commentary
Oct 09, 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: 749M vs. WCMLX (43.7M). PQSAX pays higher dividends than WCMLX: PQSAX (0.48) 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 : 4.73 vs. PQSAX (-4.56). PQSAX return over 5 years is better than : 18.52 vs. WCMLX (12.53).
| 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 | -3.228 | 6.843 | -47% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 749M | 43.7M | 1,714% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | -4.56 | 4.73 | -97% |
| Returns for 3 years | 20.72 | 34.97 | 59% |
| Returns for 5 years | 18.52 | 12.53 | 148% |
| Returns for 10 years | 72.27 | N/A | - |
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