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QSMRX vs WCMLX
QSMRX vs WCMLX Comparison
Open Charts QSMRX vs WCMLX
AQR Small Cap Momentum Style R6
Price$21.97
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets137.18M
WCM Small Cap Growth Institutional
Price$13.84
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets45.17M
QSMRX vs WCMLX Comparison Chart in %
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QSMRX vs. WCMLX commentary
Sep 17, 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 Hold.
FUNDAMENTALS
Fundamentals
QSMRX has more cash in the bank: 137M vs. WCMLX (45.2M). QSMRX pays higher dividends than WCMLX: QSMRX (0.36) 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 : 6.39 vs. QSMRX (-1.82). WCMLX return over 5 years is better than : 22.41 vs. QSMRX (16.11).
| 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 | 14.846 | 7.465 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 100000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 45.2M | 303% |
| Annual Yield % from dividends | 0.36 | 0.00 | - |
| Returns for 1 year | -1.82 | 6.39 | -28% |
| Returns for 3 years | 32.42 | 29.40 | 110% |
| Returns for 5 years | 16.11 | 22.41 | 72% |
| Returns for 10 years | 13.33 | N/A | - |
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