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PQSAX vs WCMLX
PQSAX vs WCMLX Comparison
Open Charts PQSAX vs WCMLX
Virtus KAR Small-Cap Value A
Price$23.51
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets654.87M
WCM Small Cap Growth Institutional
Price$14.06
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.65M
PQSAX vs WCMLX Comparison Chart in %
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PQSAX vs. WCMLX commentary
Dec 27, 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 PQSAX is a StrongBuy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
PQSAX has more cash in the bank: 655M vs. WCMLX (44.7M). PQSAX pays higher dividends than WCMLX: PQSAX (0.50) 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 (6.00). 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 : 8.14 vs. PQSAX (-9.19). PQSAX return over 5 years is better than : -3.48 vs. WCMLX (-4.02).
| 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 | -7.441 | 9.487 | -78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 44.7M | 1,465% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | -9.19 | 8.14 | -113% |
| Returns for 3 years | 12.78 | 33.08 | 39% |
| Returns for 5 years | -3.48 | -4.02 | 87% |
| Returns for 10 years | 63.04 | N/A | - |
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