Interact to see
Advertisement
Advertisement
QSMRX vs WCMLX
QSMRX vs WCMLX Comparison
Open Charts QSMRX vs WCMLX
AQR Small Cap Momentum Style R6
Price$21.39
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets146.39M
WCM Small Cap Growth Institutional
Price$13.61
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets44.77M
QSMRX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
QSMRX vs. WCMLX commentary
Aug 28, 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 Buy and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
QSMRX has more cash in the bank: 146M vs. WCMLX (44.8M). QSMRX pays higher dividends than WCMLX: QSMRX (0.38) 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 : 3.52 vs. QSMRX (-4.20). WCMLX return over 5 years is better than : 16.52 vs. QSMRX (11.16).
| 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 | 11.814 | 5.288 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 100000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 44.8M | 326% |
| Annual Yield % from dividends | 0.38 | 0.00 | - |
| Returns for 1 year | -4.20 | 3.52 | -119% |
| Returns for 3 years | 21.32 | 20.57 | 104% |
| Returns for 5 years | 11.16 | 16.52 | 68% |
| Returns for 10 years | 12.02 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement