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QSMRX vs WCMNX
QSMRX vs WCMNX Comparison
Open Charts QSMRX vs WCMNX
AQR Small Cap Momentum Style R6
Price$23.11
Change-$0.67 (-2.82%)
VolumeN/A
Net Assets152.58M
WCM Small Cap Growth Investor
Price$13.69
Change-$0.24 (-1.72%)
VolumeN/A
Net Assets44.95M
QSMRX vs WCMNX Comparison Chart in %
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QSMRX vs. WCMNX commentary
Dec 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 StrongBuy and WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
QSMRX has more cash in the bank: 153M vs. WCMNX (44.9M). 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). 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). WCMNX annual gain was more profitable for investors over the last year : 2.80 vs. QSMRX (-2.38). QSMRX return over 5 years is better than : 3.88 vs. WCMNX (0.65).
| 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 | 24.307 | 9.771 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 1000 | 5,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 44.9M | 341% |
| Annual Yield % from dividends | 0.34 | 0.00 | - |
| Returns for 1 year | -2.38 | 2.80 | -85% |
| Returns for 3 years | 39.13 | 28.03 | 140% |
| Returns for 5 years | 3.88 | 0.65 | 597% |
| Returns for 10 years | 29.52 | N/A | - |
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