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VQSRX vs WCMLX
VQSRX vs WCMLX Comparison
Open Charts VQSRX vs WCMLX
Virtus KAR Small-Cap Value R6
Price$25.41
Change+$0.36 (+1.44%)
VolumeN/A
Net Assets783.64M
WCM Small Cap Growth Institutional
Price$12.40
Change+$0.16 (+1.31%)
VolumeN/A
Net Assets41.48M
VQSRX vs WCMLX Comparison Chart in %
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VQSRX vs. WCMLX commentary
Jun 27, 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: 784M vs. WCMLX (41.5M). 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 : 6.74 vs. WCMLX (-0.65). VQSRX return over 5 years is better than : 39.30 vs. WCMLX (22.28).
| 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 | -2.034 | -4.821 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 100000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 784M | 41.5M | 1,889% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 6.74 | -0.65 | -1,038% |
| Returns for 3 years | 16.10 | 17.69 | 91% |
| Returns for 5 years | 39.30 | 22.28 | 176% |
| Returns for 10 years | N/A | N/A | - |
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