Interact to see
Advertisement
Advertisement
VQSRX vs WCMNX
VQSRX vs WCMNX Comparison
Open Charts VQSRX vs WCMNX
Virtus KAR Small-Cap Value R6
Price$25.52
Change+$0.26 (+1.03%)
VolumeN/A
Net Assets793.82M
WCM Small Cap Growth Investor
Price$12.14
Change+$0.13 (+1.08%)
VolumeN/A
Net Assets42.98M
VQSRX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VQSRX vs. WCMNX commentary
Jun 07, 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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VQSRX has more cash in the bank: 794M vs. WCMNX (43M). 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 : 6.73 vs. WCMNX (-1.48). VQSRX return over 5 years is better than : 32.73 vs. WCMNX (12.35).
| 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 | -1.212 | -5.359 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 43M | 1,847% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 6.73 | -1.48 | -456% |
| Returns for 3 years | 9.32 | 9.78 | 95% |
| Returns for 5 years | 32.73 | 12.35 | 265% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement