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ANFVX vs WCMFX
ANFVX vs WCMFX Comparison
Open Charts ANFVX vs WCMFX
Virtus NFJ Small-Cap Value R6
Price$15.61
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets254.63M
WCM SMID Quality Val Fd Institutional
Price$11.50
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets18.76M
ANFVX vs WCMFX Comparison Chart in %
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ANFVX vs. WCMFX commentary
Oct 28, 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 Buy.
FUNDAMENTALS
Fundamentals
ANFVX has more cash in the bank: 255M vs. WCMFX (18.8M). 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: 48.00 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 : -1.93 vs. WCMFX (-17.84). WCMFX return over 5 years is better than : 36.05 vs. ANFVX (23.82).
| 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 | 0.708 | -3.923 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 100000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255M | 18.8M | 1,356% |
| Annual Yield % from dividends | 0.20 | 0.00 | - |
| Returns for 1 year | -1.93 | -17.84 | 11% |
| Returns for 3 years | 4.19 | 14.07 | 30% |
| Returns for 5 years | 23.82 | 36.05 | 66% |
| Returns for 10 years | -35.99 | N/A | - |
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