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PXQSX vs WCMLX
PXQSX vs WCMLX Comparison
Open Charts PXQSX vs WCMLX
Virtus KAR Small-Cap Value I
Price$24.99
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets760.36M
WCM Small Cap Growth Institutional
Price$13.92
Change+$0.11 (+0.80%)
VolumeN/A
Net Assets44.35M
PXQSX vs WCMLX Comparison Chart in %
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PXQSX vs. WCMLX commentary
Oct 03, 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 PXQSX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
PXQSX has more cash in the bank: 760M vs. WCMLX (44.4M). PXQSX pays higher dividends than WCMLX: PXQSX (0.73) vs WCMLX (0.00). PXQSX was incepted earlier than WCMLX: PXQSX (19 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than PXQSX (0.96). WCMLX is a more actively managed with annual turnover of: 83.00 vs. PXQSX (6.00). PXQSX (100000) and WCMLX (100000) have matching initial minimum investment requirements. WCMLX annual gain was more profitable for investors over the last year : 5.10 vs. PXQSX (-4.56). PXQSX return over 5 years is better than : 26.96 vs. WCMLX (21.03).
| PXQSX | WCMLX | PXQSX / WCMLX | |
| Total Expense Ratio | 0.96 | 0.99 | 97% |
| Annual Report Gross Expense Ratio | 0.96 | 1.79 | 54% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -2.199 | 7.387 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 760M | 44.4M | 1,712% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | -4.56 | 5.10 | -89% |
| Returns for 3 years | 22.12 | 36.19 | 61% |
| Returns for 5 years | 26.96 | 21.03 | 128% |
| Returns for 10 years | 82.31 | N/A | - |
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