Ad is loading...
QUARX vs WCMLX
QUARX vs WCMLX Comparison
Open Charts QUARX vs WCMLX
WCM Small Cap Growth Institutional
Price$10.78
Change+$0.16 (+1.51%)
VolumeN/A
Net Assets38.46M
QUARX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
QUARX vs. WCMLX commentary
Apr 12, 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 QUARX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
QUARX has more cash in the bank: 2.63B vs. WCMLX (38.5M). QUARX (0.00) and WCMLX (0.00) have matching dividends . QUARX was incepted earlier than WCMLX: QUARX (20 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than QUARX (1.51). QUARX is a more actively managed with annual turnover of: 78.00 vs. WCMLX (48.00). QUARX has a lower initial minimum investment than WCMLX: QUARX (0) vs WCMLX (100000). QUARX annual gain was more profitable for investors over the last year : -11.90 vs. WCMLX (-17.03). WCMLX return over 5 years is better than : 24.50 vs. QUARX (7.18).
| QUARX | WCMLX | QUARX / WCMLX | |
| Total Expense Ratio | 1.51 | 0.99 | 153% |
| Annual Report Gross Expense Ratio | 1.51 | 1.86 | 81% |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | -20.401 | -17.418 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.63B | 38.5M | 6,821% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -11.90 | -17.03 | 70% |
| Returns for 3 years | -9.87 | -9.46 | 104% |
| Returns for 5 years | 7.18 | 24.50 | 29% |
| Returns for 10 years | -0.99 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...