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QSMRX vs WCMLX
QSMRX vs WCMLX Comparison
Open Charts QSMRX vs WCMLX
AQR Small Cap Momentum Style R6
Price$22.71
Change+$0.17 (+0.75%)
VolumeN/A
Net Assets164.6M
WCM Small Cap Growth Institutional
Price$14.80
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets47.47M
QSMRX vs WCMLX Comparison Chart in %
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QSMRX vs. WCMLX commentary
Jan 15, 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 QSMRX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
QSMRX has more cash in the bank: 165M vs. WCMLX (47.5M). QSMRX pays higher dividends than WCMLX: QSMRX (0.42) vs WCMLX (0.00). QSMRX was incepted earlier than WCMLX: QSMRX (12 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than QSMRX (0.65). QSMRX is a more actively managed with annual turnover of: 92.00 vs. WCMLX (83.00). WCMLX has a lower initial minimum investment than QSMRX: WCMLX (100000) vs QSMRX (50000000). QSMRX annual gain was more profitable for investors over the last year : 20.97 vs. WCMLX (13.24). WCMLX return over 5 years is better than : -2.44 vs. QSMRX (-9.94).
| QSMRX | WCMLX | QSMRX / WCMLX | |
| Total Expense Ratio | 0.53 | 0.99 | 54% |
| Annual Report Gross Expense Ratio | 0.65 | 1.79 | 36% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 8.942 | 7.558 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 100000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 47.5M | 347% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | 20.97 | 13.24 | 158% |
| Returns for 3 years | 29.00 | 29.48 | 98% |
| Returns for 5 years | -9.94 | -2.44 | 407% |
| Returns for 10 years | 37.94 | N/A | - |
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