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ASMNX vs WCMNX
ASMNX vs WCMNX Comparison
Open Charts ASMNX vs WCMNX
AQR Small Cap Momentum Style N
Price$22.53
Change-$0.82 (-3.51%)
VolumeN/A
Net Assets176.58M
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
ASMNX vs WCMNX Comparison Chart in %
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ASMNX vs. WCMNX commentary
Feb 05, 2026
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 StrongBuy and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
ASMNX has more cash in the bank: 177M vs. WCMNX (47.1M). ASMNX pays higher dividends than WCMNX: ASMNX (0.23) 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 : 15.16 vs. WCMNX (8.34). WCMNX return over 5 years is better than : -6.49 vs. ASMNX (-17.23).
| 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 | 8.265 | 6.421 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 47.1M | 376% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | 15.16 | 8.34 | 182% |
| Returns for 3 years | 23.68 | 18.68 | 127% |
| Returns for 5 years | -17.23 | -6.49 | 266% |
| Returns for 10 years | 39.30 | N/A | - |
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