Ad is loading...
ANFVX vs WCMJX
ANFVX vs WCMJX Comparison
Open Charts ANFVX vs WCMJX
Virtus NFJ Small-Cap Value R6
Price$14.05
Change+$0.30 (+2.18%)
VolumeN/A
Net Assets247.4M
WCM SMID Quality Val Fd Investor
Price$10.90
Change+$0.19 (+1.77%)
VolumeN/A
Net Assets60.55M
ANFVX vs WCMJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANFVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANFVX has more cash in the bank: 247M vs. WCMJX (60.6M). ANFVX pays higher dividends than WCMJX: ANFVX (0.23) vs WCMJX (0.00). ANFVX was incepted earlier than WCMJX: ANFVX (11 years) vs WCMJX (6 years). WCMJX (1.52) is less costly to investors than ANFVX (0.82). ANFVX is a more actively managed with annual turnover of: 60.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than ANFVX: WCMJX (1000) vs ANFVX (2500000). ANFVX annual gain was more profitable for investors over the last year : -7.16 vs. WCMJX (-18.11). WCMJX return over 5 years is better than : 36.62 vs. ANFVX (17.35).
| ANFVX | WCMJX | ANFVX / WCMJX | |
| Total Expense Ratio | 0.77 | 1.10 | 70% |
| Annual Report Gross Expense Ratio | 0.82 | 1.52 | 54% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -11.519 | -9.423 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| 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 | -18.11 | 40% |
| Returns for 3 years | -10.65 | 4.61 | -231% |
| Returns for 5 years | 17.35 | 36.62 | 47% |
| Returns for 10 years | -47.07 | N/A | - |