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VQSRX vs WCMNX
VQSRX vs WCMNX Comparison
Open Charts VQSRX vs WCMNX
Virtus KAR Small-Cap Value R6
Price$25.41
Change+$0.36 (+1.44%)
VolumeN/A
Net Assets783.64M
WCM Small Cap Growth Investor
Price$12.23
Change+$0.16 (+1.33%)
VolumeN/A
Net Assets41.48M
VQSRX vs WCMNX Comparison Chart in %
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VQSRX vs. WCMNX commentary
Jun 28, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VQSRX has more cash in the bank: 784M vs. WCMNX (41.5M). VQSRX pays higher dividends than WCMNX: VQSRX (0.73) vs WCMNX (0.00). VQSRX was incepted earlier than WCMNX: VQSRX (9 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than VQSRX (0.90). WCMNX is a more actively managed with annual turnover of: 83.00 vs. VQSRX (6.00). WCMNX has a lower initial minimum investment than VQSRX: WCMNX (1000) vs VQSRX (2500000). VQSRX annual gain was more profitable for investors over the last year : 6.74 vs. WCMNX (-0.90). VQSRX return over 5 years is better than : 39.30 vs. WCMNX (20.82).
| VQSRX | WCMNX | VQSRX / WCMNX | |
| Total Expense Ratio | 0.90 | 1.24 | 73% |
| Annual Report Gross Expense Ratio | 0.90 | 2.04 | 44% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -2.034 | -4.886 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| 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 | -0.90 | -746% |
| Returns for 3 years | 16.10 | 16.84 | 96% |
| Returns for 5 years | 39.30 | 20.82 | 189% |
| Returns for 10 years | N/A | N/A | - |
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