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ASMOX vs WCMNX
ASMOX vs WCMNX Comparison
Open Charts ASMOX vs WCMNX
AQR Small Cap Momentum Style I
Price$21.34
Change-$0.23 (-1.07%)
VolumeN/A
Net Assets151.9M
WCM Small Cap Growth Investor
Price$13.84
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.65M
ASMOX vs WCMNX Comparison Chart in %
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ASMOX vs. WCMNX commentary
Dec 28, 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 ASMOX is a Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
ASMOX has more cash in the bank: 152M vs. WCMNX (44.7M). ASMOX pays higher dividends than WCMNX: ASMOX (0.24) vs WCMNX (0.00). ASMOX was incepted earlier than WCMNX: ASMOX (16 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 : 7.51 vs. WCMNX (7.04). WCMNX return over 5 years is better than : -5.40 vs. ASMOX (-9.04).
| ASMOX | WCMNX | ASMOX / WCMNX | |
| Total Expense Ratio | 0.63 | 1.24 | 51% |
| Annual Report Gross Expense Ratio | 0.75 | 2.04 | 37% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 10.857 | 9.062 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 44.7M | 340% |
| Annual Yield % from dividends | 0.24 | 0.00 | - |
| Returns for 1 year | 7.51 | 7.04 | 107% |
| Returns for 3 years | 26.34 | 32.95 | 80% |
| Returns for 5 years | -9.04 | -5.40 | 167% |
| Returns for 10 years | 11.03 | N/A | - |
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