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QSMRX vs WCMLX
QSMRX vs WCMLX Comparison
Open Charts QSMRX vs WCMLX
AQR Small Cap Momentum Style R6
Price$19.13
Change+$0.40 (+2.14%)
VolumeN/A
Net Assets119.44M
WCM Small Cap Growth Institutional
Price$12.31
Change+$0.13 (+1.07%)
VolumeN/A
Net Assets42.98M
QSMRX vs WCMLX Comparison Chart
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QSMRX vs. WCMLX commentary
Jun 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 QSMRX is a StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
QSMRX has more cash in the bank: 119M vs. WCMLX (43M). QSMRX pays higher dividends than WCMLX: QSMRX (0.40) vs WCMLX (0.00). QSMRX was incepted earlier than WCMLX: QSMRX (11 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than QSMRX (0.65). WCMLX is a more actively managed with annual turnover of: 83.00 vs. QSMRX (60.00). WCMLX has a lower initial minimum investment than QSMRX: WCMLX (100000) vs QSMRX (50000000). WCMLX annual gain was more profitable for investors over the last year : -1.22 vs. QSMRX (-9.31). WCMLX return over 5 years is better than : 13.83 vs. QSMRX (6.05).
| QSMRX | WCMLX | QSMRX / WCMLX | |
| Total Expense Ratio | 0.53 | 0.99 | 54% |
| Annual Report Gross Expense Ratio | 0.65 | 1.79 | 36% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -2.091 | -5.288 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 100000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 43M | 277% |
| Annual Yield % from dividends | 0.40 | 0.00 | - |
| Returns for 1 year | -9.31 | -1.22 | 766% |
| Returns for 3 years | 3.70 | 10.63 | 35% |
| Returns for 5 years | 6.05 | 13.83 | 44% |
| Returns for 10 years | -6.91 | N/A | - |
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