ANFVX
Price
$14.44
Change
+$0.14 (+0.98%)
Updated
Mar 1, 6:59 PM EST
WCMJX
Price
$12.95
Change
+$0.10 (+0.78%)
Updated
Mar 1, 6:59 PM EST
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Analysis and predictions ANFVX vs WCMJX

Header iconANFVX vs WCMJX Comparison
Open Charts ANFVX vs WCMJXBanner chart's image
Virtus NFJ Small-Cap Value R6
Price$14.44
Change+$0.14 (+0.98%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$12.95
Change+$0.10 (+0.78%)
VolumeN/A
CapitalizationN/A
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ANFVX vs WCMJX Comparison Chart

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VS
ANFVX vs. WCMJX commentary
Mar 04, 2024

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: 346M vs. WCMJX (69.4M). ANFVX pays higher dividends than WCMJX: ANFVX (1.94) vs WCMJX (0.00). ANFVX was incepted earlier than WCMJX: ANFVX (10 years) vs WCMJX (4 years). WCMJX (1.51) is less costly to investors than ANFVX (0.83). ANFVX is a more actively managed with annual turnover of: 79.00 vs. WCMJX (53.00). WCMJX has a lower initial minimum investment than ANFVX: WCMJX (1000) vs ANFVX (2500000). WCMJX annual gain was more profitable for investors over the last year : 18.26 vs. ANFVX (0.69).
ANFVXWCMJXANFVX / WCMJX
Total Expense Ratio0.771.1070%
Annual Report Gross Expense Ratio0.831.5155%
Fund Existence10 years4 years-
Gain YTD-3.4557.202-48%
Front LoadN/AN/A-
Min. Initial Investment25000001000250,000%
Min. Initial Investment IRAN/AN/A-
Net Assets346M69.4M499%
Annual Yield % from dividends1.940.00-
Returns for 1 year0.6918.264%
Returns for 3 years-12.2112.22-100%
Returns for 5 years-10.18N/A-
Returns for 10 years-55.07N/A-
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