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ANFVX vs WCMJX
ANFVX vs WCMJX Comparison
Open Charts ANFVX vs WCMJX
Virtus NFJ Small-Cap Value R6
Price$15.67
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets261.9M
WCM SMID Quality Val Fd Investor
Price$11.45
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets60.68M
ANFVX vs WCMJX Comparison Chart in %
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ANFVX vs. WCMJX commentary
Sep 18, 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 Hold.
FUNDAMENTALS
Fundamentals
ANFVX has more cash in the bank: 262M vs. WCMJX (60.7M). ANFVX pays higher dividends than WCMJX: ANFVX (0.20) 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 : -2.78 vs. WCMJX (-16.03). WCMJX return over 5 years is better than : 35.21 vs. ANFVX (25.68).
| 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 | 0.772 | -2.207 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262M | 60.7M | 432% |
| Annual Yield % from dividends | 0.20 | 0.00 | - |
| Returns for 1 year | -2.78 | -16.03 | 17% |
| Returns for 3 years | 5.35 | 17.67 | 30% |
| Returns for 5 years | 25.68 | 35.21 | 73% |
| Returns for 10 years | -33.80 | N/A | - |
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