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PQSAX vs WCMNX
PQSAX vs WCMNX Comparison
Open Charts PQSAX vs WCMNX
Virtus KAR Small-Cap Value A
Price$24.11
Change+$0.08 (+0.33%)
VolumeN/A
Net Assets728.39M
WCM Small Cap Growth Investor
Price$13.59
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets42.97M
PQSAX vs WCMNX Comparison Chart in %
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PQSAX vs. WCMNX commentary
Oct 21, 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 Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
PQSAX has more cash in the bank: 728M vs. WCMNX (43M). PQSAX pays higher dividends than WCMNX: PQSAX (0.48) vs WCMNX (0.00). PQSAX was incepted earlier than WCMNX: PQSAX (19 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than PQSAX (1.21). WCMNX is a more actively managed with annual turnover of: 83.00 vs. PQSAX (6.00). WCMNX has a lower initial minimum investment than PQSAX: WCMNX (1000) vs PQSAX (2500). WCMNX annual gain was more profitable for investors over the last year : 1.42 vs. PQSAX (-9.97). PQSAX return over 5 years is better than : 15.49 vs. WCMNX (11.12).
| PQSAX | WCMNX | PQSAX / WCMNX | |
| Total Expense Ratio | 1.21 | 1.24 | 98% |
| Annual Report Gross Expense Ratio | 1.21 | 2.04 | 59% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -5.079 | 7.092 | -72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 728M | 43M | 1,693% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | -9.97 | 1.42 | -703% |
| Returns for 3 years | 13.62 | 32.97 | 41% |
| Returns for 5 years | 15.49 | 11.12 | 139% |
| Returns for 10 years | 71.38 | N/A | - |
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