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ANFVX vs WCMFX
ANFVX vs WCMFX Comparison
Open Charts ANFVX vs WCMFX
Virtus NFJ Small-Cap Value R6
Price$15.96
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets300.43M
WCM SMID Quality Val Fd Institutional
Price$12.47
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets69.09M
ANFVX vs WCMFX Comparison Chart
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ANFVX vs. WCMFX commentary
Jan 19, 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: 300M vs. WCMFX (69.1M). 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). ANFVX annual gain was more profitable for investors over the last year : 12.85 vs. WCMFX (5.50). WCMFX return over 5 years is better than : 16.43 vs. ANFVX (-0.83).
| 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 | 2.703 | 4.090 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 100000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 69.1M | 434% |
| Annual Yield % from dividends | 1.86 | 0.00 | - |
| Returns for 1 year | 12.85 | 5.50 | 234% |
| Returns for 3 years | -8.05 | 12.85 | -63% |
| Returns for 5 years | -0.83 | 16.43 | -5% |
| Returns for 10 years | -34.06 | N/A | - |
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