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QSMRX vs WCMLX
QSMRX vs WCMLX Comparison
Open Charts QSMRX vs WCMLX
AQR Small Cap Momentum Style R6
Price$19.16
Change-$1.03 (-5.10%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
QSMRX vs WCMLX Comparison Chart
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QSMRX vs. WCMLX commentary
Dec 19, 2024
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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
QSMRX has more cash in the bank: 125M vs. WCMLX (41.8M). QSMRX pays higher dividends than WCMLX: QSMRX (0.80) vs WCMLX (0.00). QSMRX was incepted earlier than WCMLX: QSMRX (10 years) vs WCMLX (5 years). QSMRX is a more actively managed with annual turnover of: 54.00 vs. WCMLX (48.00). 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 : 5.06 vs. QSMRX (0.16). WCMLX return over 5 years is better than : 23.14 vs. QSMRX (-2.03).
| QSMRX | WCMLX | QSMRX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | -0.357 | 4.461 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 100000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 41.8M | 299% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 0.16 | 5.06 | 3% |
| Returns for 3 years | -22.77 | -3.52 | 647% |
| Returns for 5 years | -2.03 | 23.14 | -9% |
| Returns for 10 years | -0.10 | N/A | - |
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