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QSMRX vs WCMNX
QSMRX vs WCMNX Comparison
Open Charts QSMRX vs WCMNX
AQR Small Cap Momentum Style R6
Price$20.11
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets138.52M
WCM Small Cap Growth Investor
Price$12.76
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets43.74M
QSMRX vs WCMNX Comparison Chart in %
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QSMRX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
QSMRX has more cash in the bank: 139M vs. WCMNX (43.7M). 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 : 6.30 vs. QSMRX (-2.82). WCMNX return over 5 years is better than : 14.45 vs. QSMRX (3.67).
| 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 | 5.123 | 1.103 | 464% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 1000 | 5,000,000% |
| 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 | 6.30 | -45% |
| Returns for 3 years | 15.73 | 11.95 | 132% |
| Returns for 5 years | 3.67 | 14.45 | 25% |
| Returns for 10 years | 0.66 | N/A | - |
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