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QSMRX vs WCMLX
QSMRX vs WCMLX Comparison
Open Charts QSMRX vs WCMLX
AQR Small Cap Momentum Style R6
Price$23.63
Change-$0.46 (-1.91%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.33
Change-$0.35 (-2.56%)
VolumeN/A
CapitalizationN/A
QSMRX vs WCMLX Comparison Chart
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QSMRX vs. WCMLX commentary
Nov 18, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
QSMRX has more cash in the bank: 143M vs. WCMLX (40.7M). 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). QSMRX annual gain was more profitable for investors over the last year : 36.56 vs. WCMLX (20.96). WCMLX return over 5 years is better than : 30.30 vs. QSMRX (25.84).
| 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 | 22.435 | 8.110 | 277% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 100000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 40.7M | 351% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 36.56 | 20.96 | 174% |
| Returns for 3 years | -16.83 | -17.51 | 96% |
| Returns for 5 years | 25.84 | 30.30 | 85% |
| Returns for 10 years | 12.96 | N/A | - |