Interact to see
Advertisement
Advertisement
ASMNX vs WCMNX
ASMNX vs WCMNX Comparison
Open Charts ASMNX vs WCMNX
AQR Small Cap Momentum Style N
Price$21.31
Change-$0.24 (-1.11%)
VolumeN/A
Net Assets153.06M
WCM Small Cap Growth Investor
Price$13.84
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.65M
ASMNX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ASMNX vs. WCMNX commentary
Dec 27, 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: 153M vs. WCMNX (44.7M). 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). ASMNX is a more actively managed with annual turnover of: 92.00 vs. WCMNX (83.00). WCMNX has a lower initial minimum investment than ASMNX: WCMNX (1000) vs ASMNX (2500). ASMNX annual gain was more profitable for investors over the last year : 9.73 vs. WCMNX (7.86). WCMNX return over 5 years is better than : -5.26 vs. ASMNX (-9.07).
| 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 | 11.890 | 9.220 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 44.7M | 342% |
| Annual Yield % from dividends | 0.21 | 0.00 | - |
| Returns for 1 year | 9.73 | 7.86 | 124% |
| Returns for 3 years | 26.48 | 32.00 | 83% |
| Returns for 5 years | -9.07 | -5.26 | 172% |
| Returns for 10 years | 10.98 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HHDFX | 36.78 | 0.18 | +0.49% |
| Hamlin High Dividend Equity Instl | |||
| LHCVX | 23.28 | 0.06 | +0.26% |
| Lord Abbett Health Care R6 | |||
| OTCYX | 103.30 | 0.22 | +0.21% |
| Invesco Discovery Large Cap Y | |||
| JFACX | 35.42 | 0.07 | +0.20% |
| JHancock Fundamental All Cap Core R2 | |||
| DFDSX | 24.41 | 0.04 | +0.16% |
| DF Dent Small Cap Growth Investor | |||