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QSMRX vs WCMLX
QSMRX vs WCMLX Comparison
Open Charts QSMRX vs WCMLX
AQR Small Cap Momentum Style R6
Price$22.99
Change-$0.32 (-1.37%)
VolumeN/A
Net Assets140.58M
WCM Small Cap Growth Institutional
Price$13.79
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets42.97M
QSMRX vs WCMLX Comparison Chart in %
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QSMRX vs. WCMLX commentary
Oct 19, 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 QSMRX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
QSMRX has more cash in the bank: 141M vs. WCMLX (43M). QSMRX pays higher dividends than WCMLX: QSMRX (0.34) vs WCMLX (0.00). QSMRX was incepted earlier than WCMLX: QSMRX (11 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than QSMRX (0.65). WCMLX is a more actively managed with annual turnover of: 83.00 vs. QSMRX (60.00). WCMLX has a lower initial minimum investment than QSMRX: WCMLX (100000) vs QSMRX (50000000). WCMLX annual gain was more profitable for investors over the last year : 1.70 vs. QSMRX (-2.02). WCMLX (12.48) and QSMRX (12.34) have equivalent 5 years return.
| QSMRX | WCMLX | QSMRX / WCMLX | |
| Total Expense Ratio | 0.53 | 0.99 | 54% |
| Annual Report Gross Expense Ratio | 0.65 | 1.79 | 36% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 20.178 | 7.232 | 279% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 100000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 43M | 328% |
| Annual Yield % from dividends | 0.34 | 0.00 | - |
| Returns for 1 year | -2.02 | 1.70 | -119% |
| Returns for 3 years | 39.14 | 33.88 | 116% |
| Returns for 5 years | 12.34 | 12.48 | 99% |
| Returns for 10 years | 22.64 | N/A | - |
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