Interact to see
Advertisement
Advertisement
ANFVX vs WCMFX
ANFVX vs WCMFX Comparison
Open Charts ANFVX vs WCMFX
Virtus NFJ Small-Cap Value R6
Price$14.42
Change-$0.28 (-1.90%)
VolumeN/A
Net Assets252.31M
WCM SMID Quality Val Fd Institutional
Price$11.15
Change-$0.19 (-1.68%)
VolumeN/A
Net Assets59.79M
ANFVX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANFVX vs. WCMFX commentary
Jun 16, 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: 252M vs. WCMFX (59.8M). ANFVX pays higher dividends than WCMFX: ANFVX (0.22) vs WCMFX (0.00). ANFVX was incepted earlier than WCMFX: ANFVX (11 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 : -0.77 vs. WCMFX (-16.35). WCMFX return over 5 years is better than : 35.15 vs. ANFVX (18.87).
| ANFVX | WCMFX | ANFVX / WCMFX | |
| Total Expense Ratio | 0.77 | 0.90 | 86% |
| Annual Report Gross Expense Ratio | 0.82 | 1.45 | 57% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -7.207 | -6.928 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 100000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252M | 59.8M | 421% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -0.77 | -16.35 | 5% |
| Returns for 3 years | -2.36 | 12.85 | -18% |
| Returns for 5 years | 18.87 | 35.15 | 54% |
| Returns for 10 years | -45.03 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers