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ANFVX vs WCMJX
ANFVX vs WCMJX Comparison
Open Charts ANFVX vs WCMJX
Virtus NFJ Small-Cap Value R6
Price$13.22
Change+$0.14 (+1.07%)
VolumeN/A
Net Assets237.6M
WCM SMID Quality Val Fd Investor
Price$10.22
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets59.22M
ANFVX vs WCMJX Comparison Chart
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ANFVX vs. WCMJX commentary
Apr 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 Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANFVX has more cash in the bank: 238M vs. WCMJX (59.2M). ANFVX pays higher dividends than WCMJX: ANFVX (0.22) vs WCMJX (0.00). ANFVX was incepted earlier than WCMJX: ANFVX (11 years) vs WCMJX (5 years). WCMJX (1.52) is less costly to investors than ANFVX (0.82). ANFVX is a more actively managed with annual turnover of: 60.00 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 : -6.19 vs. WCMJX (-18.46). WCMJX return over 5 years is better than : 42.10 vs. ANFVX (15.92).
| ANFVX | WCMJX | ANFVX / WCMJX | |
| Total Expense Ratio | 0.77 | 1.10 | 70% |
| Annual Report Gross Expense Ratio | 0.82 | 1.52 | 54% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | -15.830 | -13.752 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 59.2M | 402% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -6.19 | -18.46 | 34% |
| Returns for 3 years | -19.75 | -3.88 | 509% |
| Returns for 5 years | 15.92 | 42.10 | 38% |
| Returns for 10 years | -49.96 | N/A | - |
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