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QUAIX vs WCMNX
QUAIX vs WCMNX Comparison
Open Charts QUAIX vs WCMNX
WCM Small Cap Growth Investor
Price$11.76
Change-$0.36 (-2.97%)
VolumeN/A
Net Assets43.65M
QUAIX vs WCMNX Comparison Chart
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QUAIX vs. WCMNX commentary
May 23, 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 QUAIX is a Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
QUAIX has more cash in the bank: 3.03B vs. WCMNX (43.7M). QUAIX (0.00) and WCMNX (0.00) have matching dividends . QUAIX was incepted earlier than WCMNX: QUAIX (20 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than QUAIX (0.87). WCMNX is a more actively managed with annual turnover of: 83.00 vs. QUAIX (78.00). WCMNX has a lower initial minimum investment than QUAIX: WCMNX (1000) vs QUAIX (2000000). QUAIX annual gain was more profitable for investors over the last year : 3.90 vs. WCMNX (-3.19). WCMNX return over 5 years is better than : 20.72 vs. QUAIX (12.54).
| QUAIX | WCMNX | QUAIX / WCMNX | |
| Total Expense Ratio | 0.87 | 1.24 | 70% |
| Annual Report Gross Expense Ratio | 0.87 | 2.04 | 43% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | -5.594 | -4.492 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.03B | 43.7M | 6,927% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.90 | -3.19 | -122% |
| Returns for 3 years | 27.39 | 18.59 | 147% |
| Returns for 5 years | 12.54 | 20.72 | 61% |
| Returns for 10 years | 34.72 | N/A | - |
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