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VQSRX vs WCMNX
VQSRX vs WCMNX Comparison
Open Charts VQSRX vs WCMNX
Virtus KAR Small-Cap Value R6
Price$23.03
Change-$0.31 (-1.33%)
VolumeN/A
Net Assets747.9M
WCM Small Cap Growth Investor
Price$10.57
Change-$0.18 (-1.67%)
VolumeN/A
Net Assets39.5M
VQSRX vs WCMNX Comparison Chart
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VQSRX vs. WCMNX commentary
Apr 18, 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: 748M vs. WCMNX (39.5M). VQSRX pays higher dividends than WCMNX: VQSRX (0.75) vs WCMNX (0.00). VQSRX was incepted earlier than WCMNX: VQSRX (8 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than VQSRX (0.90). WCMNX is a more actively managed with annual turnover of: 48.00 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 : 1.03 vs. WCMNX (-11.81). VQSRX return over 5 years is better than : 49.96 vs. WCMNX (23.85).
| VQSRX | WCMNX | VQSRX / WCMNX | |
| Total Expense Ratio | 0.90 | 1.24 | 73% |
| Annual Report Gross Expense Ratio | 0.90 | 2.11 | 43% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -8.721 | -15.288 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 748M | 39.5M | 1,894% |
| Annual Yield % from dividends | 0.75 | 0.00 | - |
| Returns for 1 year | 1.03 | -11.81 | -9% |
| Returns for 3 years | -0.88 | -8.20 | 11% |
| Returns for 5 years | 49.96 | 23.85 | 209% |
| Returns for 10 years | N/A | N/A | - |
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