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ANFVX vs WCMFX
ANFVX vs WCMFX Comparison
Open Charts ANFVX vs WCMFX
Virtus NFJ Small-Cap Value R6
Price$15.29
Change-$0.14 (-0.91%)
VolumeN/A
Net Assets265.32M
WCM SMID Quality Val Fd Institutional
Price$11.76
Change-$0.13 (-1.09%)
VolumeN/A
Net Assets62.67M
ANFVX vs WCMFX Comparison Chart in %
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ANFVX vs. WCMFX commentary
Jul 13, 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: 265M vs. WCMFX (62.7M). ANFVX pays higher dividends than WCMFX: ANFVX (0.22) 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: 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 : 0.46 vs. WCMFX (-12.25). WCMFX return over 5 years is better than : 43.25 vs. ANFVX (28.13).
| 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 | -1.609 | -0.751 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 100000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 62.7M | 423% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | 0.46 | -12.25 | -4% |
| Returns for 3 years | 1.93 | 17.84 | 11% |
| Returns for 5 years | 28.13 | 43.25 | 65% |
| Returns for 10 years | -40.59 | N/A | - |
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