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ANFVX vs WCMJX
ANFVX vs WCMJX Comparison
Open Charts ANFVX vs WCMJX
Virtus NFJ Small-Cap Value R6
Price$15.29
Change-$0.14 (-0.91%)
VolumeN/A
Net Assets267.87M
WCM SMID Quality Val Fd Investor
Price$11.55
Change-$0.13 (-1.11%)
VolumeN/A
Net Assets63.43M
ANFVX vs WCMJX Comparison Chart in %
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ANFVX vs. WCMJX commentary
Jul 12, 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: 268M vs. WCMJX (63.4M). ANFVX pays higher dividends than WCMJX: ANFVX (0.22) vs WCMJX (0.00). ANFVX was incepted earlier than WCMJX: ANFVX (12 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 : 1.38 vs. WCMJX (-12.64). WCMJX return over 5 years is better than : 40.89 vs. ANFVX (29.30).
| ANFVX | WCMJX | ANFVX / WCMJX | |
| Total Expense Ratio | 0.77 | 1.15 | 67% |
| Annual Report Gross Expense Ratio | 0.82 | 1.70 | 48% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -0.708 | -0.849 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268M | 63.4M | 423% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | 1.38 | -12.64 | -11% |
| Returns for 3 years | 2.86 | 16.80 | 17% |
| Returns for 5 years | 29.30 | 40.89 | 72% |
| Returns for 10 years | -40.05 | N/A | - |
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