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ANFVX vs WCMFX
ANFVX vs WCMFX Comparison
Open Charts ANFVX vs WCMFX
Virtus NFJ Small-Cap Value R6
Price$13.22
Change+$0.14 (+1.07%)
VolumeN/A
Net Assets237.6M
WCM SMID Quality Val Fd Institutional
Price$10.40
Change+$0.06 (+0.58%)
VolumeN/A
Net Assets59.22M
ANFVX vs WCMFX Comparison Chart
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ANFVX vs. WCMFX commentary
Apr 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANFVX has more cash in the bank: 238M vs. WCMFX (59.2M). ANFVX pays higher dividends than WCMFX: ANFVX (0.22) vs WCMFX (0.00). ANFVX was incepted earlier than WCMFX: ANFVX (11 years) vs WCMFX (5 years). WCMFX (1.27) is less costly to investors than ANFVX (0.82). ANFVX is a more actively managed with annual turnover of: 60.00 vs. WCMFX (22.00). 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 : -6.19 vs. WCMFX (-18.07). WCMFX return over 5 years is better than : 44.41 vs. ANFVX (15.92).
| ANFVX | WCMFX | ANFVX / WCMFX | |
| Total Expense Ratio | 0.77 | 0.85 | 91% |
| Annual Report Gross Expense Ratio | 0.82 | 1.27 | 65% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | -15.830 | -13.689 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 100000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 59.2M | 402% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -6.19 | -18.07 | 34% |
| Returns for 3 years | -19.75 | -2.91 | 679% |
| Returns for 5 years | 15.92 | 44.41 | 36% |
| Returns for 10 years | -49.96 | N/A | - |
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