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ANFVX vs WCMJX
ANFVX vs WCMJX Comparison
Open Charts ANFVX vs WCMJX
Virtus NFJ Small-Cap Value R6
Price$14.42
Change-$0.28 (-1.90%)
VolumeN/A
Net Assets252.31M
WCM SMID Quality Val Fd Investor
Price$10.95
Change-$0.19 (-1.71%)
VolumeN/A
Net Assets59.79M
ANFVX vs WCMJX Comparison Chart
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ANFVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANFVX has more cash in the bank: 252M vs. WCMJX (59.8M). ANFVX pays higher dividends than WCMJX: ANFVX (0.22) vs WCMJX (0.00). ANFVX was incepted earlier than WCMJX: ANFVX (11 years) vs WCMJX (6 years). WCMJX (1.70) 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 : -0.77 vs. WCMJX (-16.73). WCMJX return over 5 years is better than : 32.89 vs. ANFVX (18.87).
| ANFVX | WCMJX | ANFVX / WCMJX | |
| Total Expense Ratio | 0.77 | 1.15 | 67% |
| Annual Report Gross Expense Ratio | 0.82 | 1.70 | 48% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -7.207 | -7.046 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| 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 | -16.73 | 5% |
| Returns for 3 years | -2.36 | 11.73 | -20% |
| Returns for 5 years | 18.87 | 32.89 | 57% |
| Returns for 10 years | -45.03 | N/A | - |
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