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QSMRX vs WCMNX
QSMRX vs WCMNX Comparison
Open Charts QSMRX vs WCMNX
AQR Small Cap Momentum Style R6
Price$23.09
Change-$0.23 (-0.99%)
VolumeN/A
Net Assets139.64M
WCM Small Cap Growth Investor
Price$13.54
Change-$0.15 (-1.10%)
VolumeN/A
Net Assets44.14M
QSMRX vs WCMNX Comparison Chart in %
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QSMRX vs. WCMNX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
QSMRX has more cash in the bank: 140M vs. WCMNX (44.1M). QSMRX pays higher dividends than WCMNX: QSMRX (0.34) 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 : 5.96 vs. QSMRX (3.66). QSMRX return over 5 years is better than : 15.04 vs. WCMNX (13.89).
| 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 | 21.903 | 7.880 | 278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 1000 | 5,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 44.1M | 317% |
| Annual Yield % from dividends | 0.34 | 0.00 | - |
| Returns for 1 year | 3.66 | 5.96 | 61% |
| Returns for 3 years | 45.81 | 35.54 | 129% |
| Returns for 5 years | 15.04 | 13.89 | 108% |
| Returns for 10 years | 24.59 | N/A | - |
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