ANFVX
Price
$14.38
Change
-$0.00 (-0.00%)
Updated
Feb 26, 6:59 PM EST
WCMFX
Price
$12.77
Change
+$0.09 (+0.71%)
Updated
Feb 26, 6:59 PM EST
Ad is loading...

Compare predictions ANFVX vs WCMFX

Header iconANFVX vs WCMFX Comparison
Open Charts ANFVX vs WCMFXBanner chart's image
Virtus NFJ Small-Cap Value R6
Price$14.38
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.77
Change+$0.09 (+0.71%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
ANFVX vs WCMFX Comparison Chart

Loading...

VS
ANFVX vs. WCMFX commentary
Feb 27, 2024

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 StrongSell and WCMFX is a Hold.

FUNDAMENTALS
Fundamentals
ANFVX has more cash in the bank: 345M vs. WCMFX (67.3M). ANFVX pays higher dividends than WCMFX: ANFVX (1.98) vs WCMFX (0.00). ANFVX was incepted earlier than WCMFX: ANFVX (10 years) vs WCMFX (4 years). WCMFX (1.26) is less costly to investors than ANFVX (0.83). ANFVX is a more actively managed with annual turnover of: 79.00 vs. WCMFX (53.00). WCMFX has a lower initial minimum investment than ANFVX: WCMFX (100000) vs ANFVX (2500000). WCMFX annual gain was more profitable for investors over the last year : 16.20 vs. ANFVX (0.13).
ANFVXWCMFXANFVX / WCMFX
Total Expense Ratio0.770.8591%
Annual Report Gross Expense Ratio0.831.2666%
Fund Existence10 years4 years-
Gain YTD-4.4524.415-101%
Front LoadN/AN/A-
Min. Initial Investment25000001000002,500%
Min. Initial Investment IRAN/AN/A-
Net Assets345M67.3M513%
Annual Yield % from dividends1.980.00-
Returns for 1 year0.1316.201%
Returns for 3 years-11.8911.43-104%
Returns for 5 years-11.00N/A-
Returns for 10 years-55.10N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
QSMLX17.560.18
+1.04%
AQR Small Cap Multi-Style I
GMXPX23.45N/A
N/A
Goldman Sachs Large Cp Val Insghts P
CGFCX59.62-0.02
-0.03%
American Funds Growth Fund of Amer 529C
RGGIX38.58-0.02
-0.05%
T. Rowe Price Global Growth Stock I
IUTCX25.61-0.13
-0.51%
Invesco Dividend Income C