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QUARX vs WCMNX
QUARX vs WCMNX Comparison
Open Charts QUARX vs WCMNX
WCM Small Cap Growth Investor
Price$10.63
Change+$0.15 (+1.43%)
VolumeN/A
Net Assets38.46M
QUARX vs WCMNX Comparison Chart
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QUARX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
QUARX has more cash in the bank: 2.63B vs. WCMNX (38.5M). QUARX (0.00) and WCMNX (0.00) have matching dividends . QUARX was incepted earlier than WCMNX: QUARX (20 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than QUARX (1.51). QUARX is a more actively managed with annual turnover of: 78.00 vs. WCMNX (48.00). QUARX has a lower initial minimum investment than WCMNX: QUARX (0) vs WCMNX (1000). QUARX annual gain was more profitable for investors over the last year : -11.90 vs. WCMNX (-17.15). WCMNX return over 5 years is better than : 23.00 vs. QUARX (7.18).
| QUARX | WCMNX | QUARX / WCMNX | |
| Total Expense Ratio | 1.51 | 1.24 | 122% |
| Annual Report Gross Expense Ratio | 1.51 | 2.11 | 72% |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | -20.401 | -17.415 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -17.15 | 69% |
| Returns for 3 years | -9.87 | -10.12 | 98% |
| Returns for 5 years | 7.18 | 23.00 | 31% |
| Returns for 10 years | -0.99 | N/A | - |
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