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QSMRX vs WCMNX
QSMRX vs WCMNX Comparison
Open Charts QSMRX vs WCMNX
AQR Small Cap Momentum Style R6
Price$22.91
Change-$0.22 (-0.95%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.09
Change-$0.09 (-0.68%)
VolumeN/A
CapitalizationN/A
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QSMRX vs WCMNX Comparison Chart
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QSMRX vs. WCMNX commentary
Sep 21, 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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
QSMRX has more cash in the bank: 139M vs. WCMNX (41.5M). QSMRX pays higher dividends than WCMNX: QSMRX (0.80) vs WCMNX (0.00). QSMRX was incepted earlier than WCMNX: QSMRX (10 years) vs WCMNX (5 years). QSMRX is a more actively managed with annual turnover of: 54.00 vs. WCMNX (48.00). WCMNX has a lower initial minimum investment than QSMRX: WCMNX (1000) vs QSMRX (50000000). QSMRX annual gain was more profitable for investors over the last year : 33.24 vs. WCMNX (19.11).
| QSMRX | WCMNX | QSMRX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 18.705 | 7.295 | 256% |
| 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 | 41.5M | 335% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 33.24 | 19.11 | 174% |
| Returns for 3 years | -8.64 | -14.56 | 59% |
| Returns for 5 years | 24.06 | N/A | - |
| Returns for 10 years | 14.24 | N/A | - |
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