Interact to see
Advertisement
Advertisement
VQSRX vs WCMLX
VQSRX vs WCMLX Comparison
Open Charts VQSRX vs WCMLX
Virtus KAR Small-Cap Value R6
Price$25.94
Change+$0.30 (+1.17%)
VolumeN/A
Net Assets798.74M
WCM Small Cap Growth Institutional
Price$12.92
Change+$0.22 (+1.73%)
VolumeN/A
Net Assets43.57M
VQSRX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VQSRX vs. WCMLX commentary
Jul 19, 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 VQSRX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VQSRX has more cash in the bank: 799M vs. WCMLX (43.6M). VQSRX pays higher dividends than WCMLX: VQSRX (0.72) vs WCMLX (0.00). VQSRX was incepted earlier than WCMLX: VQSRX (9 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than VQSRX (0.90). WCMLX is a more actively managed with annual turnover of: 83.00 vs. VQSRX (6.00). 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 : 0.61 vs. WCMLX (-3.35). VQSRX return over 5 years is better than : 34.25 vs. WCMLX (19.36).
| VQSRX | WCMLX | VQSRX / WCMLX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 0.90 | 1.79 | 50% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 0.274 | -1.244 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 100000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 43.6M | 1,833% |
| Annual Yield % from dividends | 0.72 | 0.00 | - |
| Returns for 1 year | 0.61 | -3.35 | -18% |
| Returns for 3 years | 20.98 | 23.90 | 88% |
| Returns for 5 years | 34.25 | 19.36 | 177% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement