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ANFVX vs WCMJX
ANFVX vs WCMJX Comparison
Open Charts ANFVX vs WCMJX
Virtus NFJ Small-Cap Value R6
Price$15.30
Change-$0.36 (-2.30%)
VolumeN/A
Net Assets283.75M
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
ANFVX vs WCMJX Comparison Chart
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ANFVX vs. WCMJX commentary
Feb 23, 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: 284M vs. WCMJX (66.5M). 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). ANFVX annual gain was more profitable for investors over the last year : 6.46 vs. WCMJX (-6.43). WCMJX return over 5 years is better than : 9.18 vs. ANFVX (-2.88).
| 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 | -1.544 | -1.104 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 66.5M | 427% |
| Annual Yield % from dividends | 1.86 | 0.00 | - |
| Returns for 1 year | 6.46 | -6.43 | -101% |
| Returns for 3 years | -7.18 | 8.68 | -83% |
| Returns for 5 years | -2.88 | 9.18 | -31% |
| Returns for 10 years | -41.01 | N/A | - |
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