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PQSAX vs WCMLX
PQSAX vs WCMLX Comparison
Open Charts PQSAX vs WCMLX
Virtus KAR Small-Cap Value A
Price$25.09
Change-$0.06 (-0.24%)
VolumeN/A
Net Assets782.18M
WCM Small Cap Growth Institutional
Price$12.95
Change-$0.06 (-0.46%)
VolumeN/A
Net Assets43.97M
PQSAX vs WCMLX Comparison Chart in %
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PQSAX vs. WCMLX commentary
Aug 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PQSAX has more cash in the bank: 782M vs. WCMLX (44M). 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 : 6.46 vs. PQSAX (2.86). PQSAX return over 5 years is better than : 23.37 vs. WCMLX (15.95).
| 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 | -0.984 | 1.166 | -84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 44M | 1,777% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 2.86 | 6.46 | 44% |
| Returns for 3 years | 8.67 | 12.74 | 68% |
| Returns for 5 years | 23.37 | 15.95 | 146% |
| Returns for 10 years | 75.68 | N/A | - |
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