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VQSRX vs WCMNX
VQSRX vs WCMNX Comparison
Open Charts VQSRX vs WCMNX
Virtus KAR Small-Cap Value R6
Price$24.64
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets782.72M
WCM Small Cap Growth Investor
Price$11.58
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets41.98M
VQSRX vs WCMNX Comparison Chart
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VQSRX vs. WCMNX commentary
May 12, 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: 783M vs. WCMNX (42M). VQSRX pays higher dividends than WCMNX: VQSRX (0.77) vs WCMNX (0.00). VQSRX was incepted earlier than WCMNX: VQSRX (9 years) vs WCMNX (6 years). WCMNX (2.11) 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 : 1.93 vs. WCMNX (-7.21). VQSRX return over 5 years is better than : 45.76 vs. WCMNX (20.50).
| VQSRX | WCMNX | VQSRX / WCMNX | |
| Total Expense Ratio | 0.90 | 1.24 | 73% |
| Annual Report Gross Expense Ratio | 0.90 | 2.11 | 43% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -3.637 | -8.747 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 783M | 42M | 1,864% |
| Annual Yield % from dividends | 0.77 | 0.00 | - |
| Returns for 1 year | 1.93 | -7.21 | -27% |
| Returns for 3 years | 12.41 | 14.20 | 87% |
| Returns for 5 years | 45.76 | 20.50 | 223% |
| Returns for 10 years | N/A | N/A | - |
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