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ASMOX vs WCMNX
ASMOX vs WCMNX Comparison
Open Charts ASMOX vs WCMNX
AQR Small Cap Momentum Style I
Price$22.57
Change-$0.81 (-3.46%)
VolumeN/A
Net Assets176.58M
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
ASMOX vs WCMNX Comparison Chart in %
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ASMOX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
ASMOX has more cash in the bank: 177M vs. WCMNX (47.1M). ASMOX pays higher dividends than WCMNX: ASMOX (0.30) vs WCMNX (0.00). ASMOX was incepted earlier than WCMNX: ASMOX (17 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than ASMOX (0.75). ASMOX is a more actively managed with annual turnover of: 92.00 vs. WCMNX (83.00). WCMNX has a lower initial minimum investment than ASMOX: WCMNX (1000) vs ASMOX (5000000). ASMOX annual gain was more profitable for investors over the last year : 15.51 vs. WCMNX (8.34). WCMNX return over 5 years is better than : -6.49 vs. ASMOX (-16.19).
| ASMOX | WCMNX | ASMOX / WCMNX | |
| Total Expense Ratio | 0.63 | 1.24 | 51% |
| Annual Report Gross Expense Ratio | 0.75 | 2.04 | 37% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 8.353 | 6.421 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| 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 | 8.34 | 186% |
| Returns for 3 years | 24.62 | 18.68 | 132% |
| Returns for 5 years | -16.19 | -6.49 | 250% |
| Returns for 10 years | 42.35 | N/A | - |
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