QSMRX
Price
$18.73
Change
-$0.75 (-3.85%)
Updated
Feb 21 closing price
Net Assets
131.03M
WCMLX
Price
$12.67
Change
-$0.41 (-3.13%)
Updated
Feb 21 closing price
Net Assets
40.21M
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QSMRX vs WCMLX

Header iconQSMRX vs WCMLX Comparison
Open Charts QSMRX vs WCMLXBanner chart's image
AQR Small Cap Momentum Style R6
Price$18.73
Change-$0.75 (-3.85%)
VolumeN/A
Net Assets131.03M
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
QSMRX vs WCMLX Comparison Chart
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QSMRX vs. WCMLX commentary
Feb 23, 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 Hold and WCMLX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
QSMRX has more cash in the bank: 131M vs. WCMLX (40.2M). QSMRX pays higher dividends than WCMLX: QSMRX (0.80) vs WCMLX (0.00). QSMRX was incepted earlier than WCMLX: QSMRX (11 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 : -1.40 vs. QSMRX (-5.58). WCMLX return over 5 years is better than : 15.29 vs. QSMRX (-3.54).
QSMRXWCMLXQSMRX / WCMLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years5 years-
Gain YTD-2.091-1.477142%
Front LoadN/AN/A-
Min. Initial Investment5000000010000050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets131M40.2M326%
Annual Yield % from dividends0.800.00-
Returns for 1 year-5.58-1.40398%
Returns for 3 years4.097.1957%
Returns for 5 years-3.5415.29-23%
Returns for 10 years-6.03N/A-
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