VQSRX
Price
$25.52
Change
+$0.26 (+1.03%)
Updated
Jun 6 closing price
Net Assets
793.82M
WCMLX
Price
$12.31
Change
+$0.13 (+1.07%)
Updated
Jun 6 closing price
Net Assets
42.98M
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VQSRX vs WCMLX

Header iconVQSRX vs WCMLX Comparison
Open Charts VQSRX vs WCMLXBanner chart's image
Virtus KAR Small-Cap Value R6
Price$25.52
Change+$0.26 (+1.03%)
VolumeN/A
Net Assets793.82M
WCM Small Cap Growth Institutional
Price$12.31
Change+$0.13 (+1.07%)
VolumeN/A
Net Assets42.98M
VQSRX vs WCMLX Comparison Chart
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VQSRX vs. WCMLX commentary
Jun 07, 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 StrongBuy and WCMLX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VQSRX has more cash in the bank: 794M vs. WCMLX (43M). VQSRX pays higher dividends than WCMLX: VQSRX (0.73) 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 : 6.73 vs. WCMLX (-1.22). VQSRX return over 5 years is better than : 32.73 vs. WCMLX (13.83).
VQSRXWCMLXVQSRX / WCMLX
Total Expense Ratio0.900.9991%
Annual Report Gross Expense Ratio0.901.7950%
Fund Existence9 years6 years-
Gain YTD-1.212-5.28823%
Front LoadN/AN/A-
Min. Initial Investment25000001000002,500%
Min. Initial Investment IRAN/AN/A-
Net Assets794M43M1,847%
Annual Yield % from dividends0.730.00-
Returns for 1 year6.73-1.22-553%
Returns for 3 years9.3210.6388%
Returns for 5 years32.7313.83237%
Returns for 10 yearsN/AN/A-
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