Interact to see
Advertisement
Advertisement
ANFVX vs WCMFX
ANFVX vs WCMFX Comparison
Open Charts ANFVX vs WCMFX
Virtus NFJ Small-Cap Value R6
Price$15.67
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets261.9M
WCM SMID Quality Val Fd Institutional
Price$11.67
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets60.68M
ANFVX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANFVX vs. WCMFX commentary
Sep 18, 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 ANFVX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANFVX has more cash in the bank: 262M vs. WCMFX (60.7M). ANFVX pays higher dividends than WCMFX: ANFVX (0.20) vs WCMFX (0.00). ANFVX was incepted earlier than WCMFX: ANFVX (12 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than ANFVX (0.82). ANFVX is a more actively managed with annual turnover of: 60.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than ANFVX: WCMFX (100000) vs ANFVX (2500000). ANFVX annual gain was more profitable for investors over the last year : -2.78 vs. WCMFX (-15.60). WCMFX return over 5 years is better than : 37.31 vs. ANFVX (25.68).
| ANFVX | WCMFX | ANFVX / WCMFX | |
| Total Expense Ratio | 0.77 | 0.90 | 86% |
| Annual Report Gross Expense Ratio | 0.82 | 1.45 | 57% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 0.772 | -2.003 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 100000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262M | 60.7M | 432% |
| Annual Yield % from dividends | 0.20 | 0.00 | - |
| Returns for 1 year | -2.78 | -15.60 | 18% |
| Returns for 3 years | 5.35 | 18.83 | 28% |
| Returns for 5 years | 25.68 | 37.31 | 69% |
| Returns for 10 years | -33.80 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement