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QSMRX vs WCMNX
QSMRX vs WCMNX Comparison
Open Charts QSMRX vs WCMNX
AQR Small Cap Momentum Style R6
Price$22.41
Change-$0.84 (-3.61%)
VolumeN/A
Net Assets174.63M
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
QSMRX vs WCMNX Comparison Chart in %
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QSMRX vs. WCMNX commentary
Feb 04, 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 StrongBuy and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
QSMRX has more cash in the bank: 175M vs. WCMNX (47.1M). QSMRX pays higher dividends than WCMNX: QSMRX (0.39) vs WCMNX (0.00). QSMRX was incepted earlier than WCMNX: QSMRX (12 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than QSMRX (0.65). QSMRX is a more actively managed with annual turnover of: 92.00 vs. WCMNX (83.00). WCMNX has a lower initial minimum investment than QSMRX: WCMNX (1000) vs QSMRX (50000000). QSMRX annual gain was more profitable for investors over the last year : 15.52 vs. WCMNX (8.34). WCMNX return over 5 years is better than : -6.49 vs. QSMRX (-16.01).
| QSMRX | WCMNX | QSMRX / WCMNX | |
| Total Expense Ratio | 0.53 | 1.24 | 43% |
| Annual Report Gross Expense Ratio | 0.65 | 2.04 | 32% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 8.313 | 6.421 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 1000 | 5,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 47.1M | 372% |
| Annual Yield % from dividends | 0.39 | 0.00 | - |
| Returns for 1 year | 15.52 | 8.34 | 186% |
| Returns for 3 years | 24.74 | 18.68 | 132% |
| Returns for 5 years | -16.01 | -6.49 | 247% |
| Returns for 10 years | 43.45 | N/A | - |
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