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ANFVX vs WCMFX
ANFVX vs WCMFX Comparison
Open Charts ANFVX vs WCMFX
Virtus NFJ Small-Cap Value R6
Price$14.05
Change+$0.30 (+2.18%)
VolumeN/A
Net Assets247.4M
WCM SMID Quality Val Fd Institutional
Price$11.09
Change+$0.19 (+1.74%)
VolumeN/A
Net Assets60.55M
ANFVX vs WCMFX Comparison Chart
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ANFVX vs. WCMFX commentary
May 09, 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: 247M vs. WCMFX (60.6M). ANFVX pays higher dividends than WCMFX: ANFVX (0.23) vs WCMFX (0.00). ANFVX was incepted earlier than WCMFX: ANFVX (11 years) vs WCMFX (6 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 (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 : -7.16 vs. WCMFX (-17.73). WCMFX return over 5 years is better than : 38.87 vs. ANFVX (17.35).
| 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 | 6 years | - |
| Gain YTD | -11.519 | -9.349 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 100000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 60.6M | 408% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | -7.16 | -17.73 | 40% |
| Returns for 3 years | -10.65 | 5.64 | -189% |
| Returns for 5 years | 17.35 | 38.87 | 45% |
| Returns for 10 years | -47.07 | N/A | - |