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ANFVX vs WCMJX
ANFVX vs WCMJX Comparison
Open Charts ANFVX vs WCMJX
Virtus NFJ Small-Cap Value R6
Price$16.74
Change-$0.11 (-0.65%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$13.96
Change-$0.16 (-1.13%)
VolumeN/A
CapitalizationN/A
ANFVX vs WCMJX Comparison Chart
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ANFVX vs. WCMJX commentary
Nov 18, 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 Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANFVX has more cash in the bank: 320M vs. WCMJX (76.5M). ANFVX pays higher dividends than WCMJX: ANFVX (1.86) vs WCMJX (0.00). ANFVX was incepted earlier than WCMJX: ANFVX (11 years) vs WCMJX (5 years). ANFVX is a more actively managed with annual turnover of: 79.00 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than ANFVX: WCMJX (1000) vs ANFVX (2500000). WCMJX annual gain was more profitable for investors over the last year : 27.61 vs. ANFVX (18.51). WCMJX return over 5 years is better than : 36.06 vs. ANFVX (-0.21).
| ANFVX | WCMJX | ANFVX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 11.229 | 15.563 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 76.5M | 418% |
| Annual Yield % from dividends | 1.86 | 0.00 | - |
| Returns for 1 year | 18.51 | 27.61 | 67% |
| Returns for 3 years | -12.78 | 9.92 | -129% |
| Returns for 5 years | -0.21 | 36.06 | -1% |
| Returns for 10 years | -49.17 | N/A | - |
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