Interact to see
Advertisement
Advertisement
QSMRX vs WCMNX
QSMRX vs WCMNX Comparison
Open Charts QSMRX vs WCMNX
AQR Small Cap Momentum Style R6
Price$21.62
Change-$0.94 (-4.17%)
VolumeN/A
Net Assets139.68M
WCM Small Cap Growth Investor
Price$13.05
Change-$0.44 (-3.26%)
VolumeN/A
Net Assets41.88M
QSMRX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
QSMRX vs. WCMNX commentary
Nov 14, 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
QSMRX has more cash in the bank: 140M vs. WCMNX (41.9M). QSMRX pays higher dividends than WCMNX: QSMRX (0.33) vs WCMNX (0.00). QSMRX was incepted earlier than WCMNX: QSMRX (11 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than QSMRX (0.65). WCMNX is a more actively managed with annual turnover of: 83.00 vs. QSMRX (60.00). WCMNX has a lower initial minimum investment than QSMRX: WCMNX (1000) vs QSMRX (50000000). WCMNX annual gain was more profitable for investors over the last year : -3.16 vs. QSMRX (-8.77). QSMRX return over 5 years is better than : 7.58 vs. WCMNX (3.45).
| QSMRX | WCMNX | QSMRX / WCMNX | |
| Total Expense Ratio | 0.53 | 1.24 | 43% |
| Annual Report Gross Expense Ratio | 0.65 | 2.04 | 32% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 17.930 | 6.304 | 284% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 1000 | 5,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 41.9M | 334% |
| Annual Yield % from dividends | 0.33 | 0.00 | - |
| Returns for 1 year | -8.77 | -3.16 | 278% |
| Returns for 3 years | 28.74 | 22.08 | 130% |
| Returns for 5 years | 7.58 | 3.45 | 220% |
| Returns for 10 years | 20.40 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement