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QSMRX vs WCMNX
QSMRX vs WCMNX Comparison
Open Charts QSMRX vs WCMNX
AQR Small Cap Momentum Style R6
Price$22.99
Change-$0.32 (-1.37%)
VolumeN/A
Net Assets140.58M
WCM Small Cap Growth Investor
Price$13.59
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets42.97M
QSMRX vs WCMNX Comparison Chart in %
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QSMRX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
QSMRX has more cash in the bank: 141M vs. WCMNX (43M). QSMRX pays higher dividends than WCMNX: QSMRX (0.34) 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 : 1.42 vs. QSMRX (-2.02). QSMRX return over 5 years is better than : 12.34 vs. WCMNX (11.12).
| 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 | 20.178 | 7.092 | 285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 1000 | 5,000,000% |
| 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 | 1.42 | -142% |
| Returns for 3 years | 39.14 | 32.97 | 119% |
| Returns for 5 years | 12.34 | 11.12 | 111% |
| Returns for 10 years | 22.64 | N/A | - |
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