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VQSRX vs WCMLX
VQSRX vs WCMLX Comparison
Open Charts VQSRX vs WCMLX
Virtus KAR Small-Cap Value R6
Price$25.85
Change-$2.17 (-7.74%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
VQSRX vs WCMLX Comparison Chart
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VQSRX vs. WCMLX commentary
Dec 19, 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 VQSRX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VQSRX has more cash in the bank: 826M vs. WCMLX (41.8M). VQSRX pays higher dividends than WCMLX: VQSRX (0.81) vs WCMLX (0.00). VQSRX was incepted earlier than WCMLX: VQSRX (8 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. VQSRX (11.00). WCMLX has a lower initial minimum investment than VQSRX: WCMLX (100000) vs VQSRX (2500000). VQSRX annual gain was more profitable for investors over the last year : 15.12 vs. WCMLX (11.03). VQSRX return over 5 years is better than : 50.42 vs. WCMLX (28.75).
| VQSRX | WCMLX | VQSRX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 15.990 | 8.597 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 100000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 41.8M | 1,976% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | 15.12 | 11.03 | 137% |
| Returns for 3 years | 2.22 | 0.30 | 742% |
| Returns for 5 years | 50.42 | 28.75 | 175% |
| Returns for 10 years | N/A | N/A | - |
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