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VQSRX vs WCMNX
VQSRX vs WCMNX Comparison
Open Charts VQSRX vs WCMNX
Virtus KAR Small-Cap Value R6
Price$26.27
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets803.78M
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.83M
VQSRX vs WCMNX Comparison Chart
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VQSRX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VQSRX has more cash in the bank: 804M vs. WCMNX (41.8M). VQSRX pays higher dividends than WCMNX: VQSRX (0.81) vs WCMNX (0.00). VQSRX was incepted earlier than WCMNX: VQSRX (8 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. VQSRX (11.00). WCMNX has a lower initial minimum investment than VQSRX: WCMNX (1000) vs VQSRX (2500000). WCMNX (11.60) and VQSRX (11.51) have marching annual gain over last year. VQSRX return over 5 years is better than : 37.90 vs. WCMNX (21.39).
| VQSRX | WCMNX | VQSRX / WCMNX | |
| 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 | 4.649 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| 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 | 11.60 | 99% |
| Returns for 3 years | -0.39 | 6.92 | -6% |
| Returns for 5 years | 37.90 | 21.39 | 177% |
| Returns for 10 years | N/A | N/A | - |
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