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ASMNX vs WCMNX
ASMNX vs WCMNX Comparison
Open Charts ASMNX vs WCMNX
AQR Small Cap Momentum Style N
Price$23.09
Change-$0.32 (-1.37%)
VolumeN/A
Net Assets140.58M
WCM Small Cap Growth Investor
Price$13.59
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets42.97M
ASMNX vs WCMNX Comparison Chart in %
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ASMNX vs. WCMNX commentary
Oct 19, 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 ASMNX is a Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
ASMNX has more cash in the bank: 141M vs. WCMNX (43M). ASMNX pays higher dividends than WCMNX: ASMNX (0.21) vs WCMNX (0.00). ASMNX was incepted earlier than WCMNX: ASMNX (13 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than ASMNX (1.00). WCMNX is a more actively managed with annual turnover of: 83.00 vs. ASMNX (60.00). WCMNX has a lower initial minimum investment than ASMNX: WCMNX (1000) vs ASMNX (2500). WCMNX annual gain was more profitable for investors over the last year : 1.42 vs. ASMNX (-2.22). WCMNX (11.12) and ASMNX (10.70) have equivalent 5 years return.
| ASMNX | WCMNX | ASMNX / WCMNX | |
| Total Expense Ratio | 0.88 | 1.24 | 71% |
| Annual Report Gross Expense Ratio | 1.00 | 2.04 | 49% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 19.886 | 7.092 | 280% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 43M | 328% |
| Annual Yield % from dividends | 0.21 | 0.00 | - |
| Returns for 1 year | -2.22 | 1.42 | -157% |
| Returns for 3 years | 37.82 | 32.97 | 115% |
| Returns for 5 years | 10.70 | 11.12 | 96% |
| Returns for 10 years | 19.07 | N/A | - |
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