Interact to see
Advertisement
Advertisement
QSMRX vs WCMNX
QSMRX vs WCMNX Comparison
Open Charts QSMRX vs WCMNX
AQR Small Cap Momentum Style R6
Price$21.39
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets146.39M
WCM Small Cap Growth Investor
Price$13.41
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets44.77M
QSMRX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
QSMRX vs. WCMNX commentary
Aug 29, 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 WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
QSMRX has more cash in the bank: 146M vs. WCMNX (44.8M). QSMRX pays higher dividends than WCMNX: QSMRX (0.38) vs WCMNX (0.00). QSMRX was incepted earlier than WCMNX: QSMRX (11 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than QSMRX (0.65). WCMNX is a more actively managed with annual turnover of: 83.00 vs. QSMRX (60.00). WCMNX has a lower initial minimum investment than QSMRX: WCMNX (1000) vs QSMRX (50000000). WCMNX annual gain was more profitable for investors over the last year : 3.33 vs. QSMRX (-4.20). WCMNX return over 5 years is better than : 15.09 vs. QSMRX (11.16).
| QSMRX | WCMNX | QSMRX / WCMNX | |
| Total Expense Ratio | 0.53 | 1.24 | 43% |
| Annual Report Gross Expense Ratio | 0.65 | 2.04 | 32% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 11.814 | 5.201 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 1000 | 5,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 44.8M | 326% |
| Annual Yield % from dividends | 0.38 | 0.00 | - |
| Returns for 1 year | -4.20 | 3.33 | -126% |
| Returns for 3 years | 21.32 | 19.73 | 108% |
| Returns for 5 years | 11.16 | 15.09 | 74% |
| Returns for 10 years | 12.02 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement