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VQSRX vs WCMNX
VQSRX vs WCMNX Comparison
Open Charts VQSRX vs WCMNX
Virtus KAR Small-Cap Value R6
Price$25.50
Change-$0.43 (-1.66%)
VolumeN/A
Net Assets807.46M
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
VQSRX vs WCMNX Comparison Chart
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VQSRX vs. WCMNX commentary
Feb 23, 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: 807M vs. WCMNX (40.2M). 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). VQSRX annual gain was more profitable for investors over the last year : 4.41 vs. WCMNX (-1.65). VQSRX return over 5 years is better than : 30.92 vs. WCMNX (13.84).
| 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 | -0.274 | -1.497 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 807M | 40.2M | 2,007% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | 4.41 | -1.65 | -267% |
| Returns for 3 years | 3.54 | 6.38 | 55% |
| Returns for 5 years | 30.92 | 13.84 | 223% |
| Returns for 10 years | N/A | N/A | - |
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