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PXQSX vs WCMNX
PXQSX vs WCMNX Comparison
Open Charts PXQSX vs WCMNX
Virtus KAR Small-Cap Value I
Price$24.99
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets760.36M
WCM Small Cap Growth Investor
Price$13.72
Change+$0.11 (+0.81%)
VolumeN/A
Net Assets44.35M
PXQSX vs WCMNX Comparison Chart in %
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PXQSX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
PXQSX has more cash in the bank: 760M vs. WCMNX (44.4M). PXQSX pays higher dividends than WCMNX: PXQSX (0.73) vs WCMNX (0.00). PXQSX was incepted earlier than WCMNX: PXQSX (19 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than PXQSX (0.96). WCMNX is a more actively managed with annual turnover of: 83.00 vs. PXQSX (6.00). WCMNX has a lower initial minimum investment than PXQSX: WCMNX (1000) vs PXQSX (100000). WCMNX annual gain was more profitable for investors over the last year : 4.85 vs. PXQSX (-4.56). PXQSX return over 5 years is better than : 26.96 vs. WCMNX (19.49).
| PXQSX | WCMNX | PXQSX / WCMNX | |
| Total Expense Ratio | 0.96 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 0.96 | 2.04 | 47% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -2.199 | 7.250 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | 4.85 | -94% |
| Returns for 3 years | 22.12 | 35.29 | 63% |
| Returns for 5 years | 26.96 | 19.49 | 138% |
| Returns for 10 years | 82.31 | N/A | - |