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QSMRX vs WCMLX
QSMRX vs WCMLX Comparison
Open Charts QSMRX vs WCMLX
AQR Small Cap Momentum Style R6
Price$16.70
Change+$1.38 (+9.01%)
VolumeN/A
Net Assets111.6M
WCM Small Cap Growth Institutional
Price$11.08
Change+$1.06 (+10.58%)
VolumeN/A
Net Assets39.93M
QSMRX vs WCMLX Comparison Chart
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QSMRX vs. WCMLX commentary
Apr 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
QSMRX has more cash in the bank: 112M vs. WCMLX (39.9M). QSMRX pays higher dividends than WCMLX: QSMRX (0.43) vs WCMLX (0.00). QSMRX was incepted earlier than WCMLX: QSMRX (11 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than QSMRX (0.65). QSMRX is a more actively managed with annual turnover of: 60.00 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 : -23.04 vs. QSMRX (-26.07). WCMLX return over 5 years is better than : 17.47 vs. QSMRX (3.46).
| QSMRX | WCMLX | QSMRX / WCMLX | |
| Total Expense Ratio | 0.53 | 0.99 | 54% |
| Annual Report Gross Expense Ratio | 0.65 | 1.86 | 35% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | -19.916 | -22.084 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 100000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 39.9M | 281% |
| Annual Yield % from dividends | 0.43 | 0.00 | - |
| Returns for 1 year | -26.07 | -23.04 | 113% |
| Returns for 3 years | -16.63 | -15.01 | 111% |
| Returns for 5 years | 3.46 | 17.47 | 20% |
| Returns for 10 years | -25.25 | N/A | - |
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