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ANFVX vs WCMFX
ANFVX vs WCMFX Comparison
Open Charts ANFVX vs WCMFX
Virtus NFJ Small-Cap Value R6
Price$16.58
Change-$0.03 (-0.18%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.26
Change+$0.04 (+0.28%)
VolumeN/A
CapitalizationN/A
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ANFVX vs WCMFX Comparison Chart
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ANFVX vs. WCMFX commentary
Oct 18, 2024
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 ANFVX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANFVX has more cash in the bank: 322M vs. WCMFX (77.2M). ANFVX pays higher dividends than WCMFX: ANFVX (1.86) vs WCMFX (0.00). ANFVX was incepted earlier than WCMFX: ANFVX (11 years) vs WCMFX (5 years). ANFVX is a more actively managed with annual turnover of: 79.00 vs. WCMFX (22.00). WCMFX has a lower initial minimum investment than ANFVX: WCMFX (100000) vs ANFVX (2500000). WCMFX annual gain was more profitable for investors over the last year : 30.94 vs. ANFVX (18.58).
| ANFVX | WCMFX | ANFVX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 10.365 | 16.271 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 100000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 77.2M | 417% |
| Annual Yield % from dividends | 1.86 | 0.00 | - |
| Returns for 1 year | 18.58 | 30.94 | 60% |
| Returns for 3 years | -8.07 | 21.43 | -38% |
| Returns for 5 years | 3.40 | N/A | - |
| Returns for 10 years | -46.81 | N/A | - |
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