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QSMRX vs WCMLX
QSMRX vs WCMLX Comparison
Open Charts QSMRX vs WCMLX
AQR Small Cap Momentum Style R6
Price$20.11
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets138.52M
WCM Small Cap Growth Institutional
Price$12.95
Change-$0.06 (-0.46%)
VolumeN/A
Net Assets43.74M
QSMRX vs WCMLX Comparison Chart in %
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QSMRX vs. WCMLX commentary
Aug 08, 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: 139M vs. WCMLX (43.7M). QSMRX pays higher dividends than WCMLX: QSMRX (0.38) 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 : 6.46 vs. QSMRX (-2.82). WCMLX return over 5 years is better than : 15.95 vs. QSMRX (3.67).
| 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 | 5.123 | 1.166 | 439% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 100000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 43.7M | 318% |
| Annual Yield % from dividends | 0.38 | 0.00 | - |
| Returns for 1 year | -2.82 | 6.46 | -44% |
| Returns for 3 years | 15.73 | 12.74 | 124% |
| Returns for 5 years | 3.67 | 15.95 | 23% |
| Returns for 10 years | 0.66 | N/A | - |
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