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ASMOX vs WCMLX
ASMOX vs WCMLX Comparison
Open Charts ASMOX vs WCMLX
AQR Small Cap Momentum Style I
Price$22.57
Change-$0.81 (-3.46%)
VolumeN/A
Net Assets176.58M
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
ASMOX vs WCMLX Comparison Chart in %
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ASMOX vs. WCMLX commentary
Feb 04, 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 ASMOX is a StrongBuy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
ASMOX has more cash in the bank: 177M vs. WCMLX (47.1M). ASMOX pays higher dividends than WCMLX: ASMOX (0.30) vs WCMLX (0.00). ASMOX was incepted earlier than WCMLX: ASMOX (17 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than ASMOX (0.75). ASMOX is a more actively managed with annual turnover of: 92.00 vs. WCMLX (83.00). WCMLX has a lower initial minimum investment than ASMOX: WCMLX (100000) vs ASMOX (5000000). ASMOX annual gain was more profitable for investors over the last year : 15.51 vs. WCMLX (8.52). WCMLX return over 5 years is better than : -5.30 vs. ASMOX (-16.19).
| ASMOX | WCMLX | ASMOX / WCMLX | |
| Total Expense Ratio | 0.63 | 0.99 | 64% |
| Annual Report Gross Expense Ratio | 0.75 | 1.79 | 42% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 8.353 | 6.395 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 47.1M | 376% |
| Annual Yield % from dividends | 0.30 | 0.00 | - |
| Returns for 1 year | 15.51 | 8.52 | 182% |
| Returns for 3 years | 24.62 | 19.51 | 126% |
| Returns for 5 years | -16.19 | -5.30 | 305% |
| Returns for 10 years | 42.35 | N/A | - |
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