Interact to see
Advertisement
Advertisement
PQSAX vs WCMLX
PQSAX vs WCMLX Comparison
Open Charts PQSAX vs WCMLX
Virtus KAR Small-Cap Value A
Price$24.51
Change+$0.17 (+0.70%)
VolumeN/A
Net Assets664.07M
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
PQSAX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PQSAX vs. WCMLX 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 PQSAX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
PQSAX has more cash in the bank: 664M vs. WCMLX (47.1M). PQSAX pays higher dividends than WCMLX: PQSAX (0.27) vs WCMLX (0.00). PQSAX was incepted earlier than WCMLX: PQSAX (20 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than PQSAX (1.21). WCMLX is a more actively managed with annual turnover of: 83.00 vs. PQSAX (12.00). PQSAX has a lower initial minimum investment than WCMLX: PQSAX (2500) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 8.52 vs. PQSAX (-5.28). WCMLX return over 5 years is better than : -5.30 vs. PQSAX (-6.08).
| PQSAX | WCMLX | PQSAX / WCMLX | |
| Total Expense Ratio | 1.21 | 0.99 | 122% |
| Annual Report Gross Expense Ratio | 1.21 | 1.79 | 68% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 6.844 | 6.395 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 664M | 47.1M | 1,410% |
| Annual Yield % from dividends | 0.27 | 0.00 | - |
| Returns for 1 year | -5.28 | 8.52 | -62% |
| Returns for 3 years | 3.42 | 19.51 | 18% |
| Returns for 5 years | -6.08 | -5.30 | 115% |
| Returns for 10 years | 84.43 | 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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MFEM | 25.52 | 0.27 | +1.08% |
| PIMCO RAFI Dyn Mlt-Fctr Emrg Mkts Eq ETF | |||
| VSGX | 76.19 | 0.21 | +0.28% |
| Vanguard ESG International Stock ETF | |||
| PATN | 29.59 | -0.01 | -0.03% |
| PACER FDS TR | |||
| FFLG | 29.86 | -0.36 | -1.19% |
| Fidelity Fundamental Large Cap Gr ETF | |||
| PEX | 23.90 | -0.65 | -2.66% |
| ProShares Global Listed Private Equity | |||