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VQSRX vs WCMLX
VQSRX vs WCMLX Comparison
Open Charts VQSRX vs WCMLX
Virtus KAR Small-Cap Value R6
Price$26.27
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets803.78M
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.83M
VQSRX vs WCMLX Comparison Chart
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VQSRX vs. WCMLX commentary
Jan 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VQSRX has more cash in the bank: 804M 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). WCMLX (11.89) and VQSRX (11.51) have marching annual gain over last year. VQSRX return over 5 years is better than : 37.90 vs. WCMLX (23.03).
| 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 | 2.738 | 4.666 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 100000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 804M | 41.8M | 1,923% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | 11.51 | 11.89 | 97% |
| Returns for 3 years | -0.39 | 7.77 | -5% |
| Returns for 5 years | 37.90 | 23.03 | 165% |
| Returns for 10 years | N/A | N/A | - |
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