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ARIMX vs WCMFX
ARIMX vs WCMFX Comparison
Open Charts ARIMX vs WCMFX
AMG River Road Small-Mid Cap Value I
Price$10.22
Change-$0.08 (-0.78%)
VolumeN/A
Net Assets352.72M
WCM SMID Quality Val Fd Institutional
Price$11.40
Change-$0.17 (-1.47%)
VolumeN/A
Net Assets22.01M
ARIMX vs WCMFX Comparison Chart in %
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ARIMX vs. WCMFX commentary
Oct 09, 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 ARIMX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ARIMX has more cash in the bank: 353M vs. WCMFX (22M). ARIMX pays higher dividends than WCMFX: ARIMX (0.45) vs WCMFX (0.00). ARIMX was incepted earlier than WCMFX: ARIMX (18 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than ARIMX (1.03). ARIMX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). ARIMX (100000) and WCMFX (100000) have matching initial minimum investment requirements. ARIMX annual gain was more profitable for investors over the last year : -0.42 vs. WCMFX (-16.70). ARIMX return over 5 years is better than : 41.63 vs. WCMFX (27.00).
| ARIMX | WCMFX | ARIMX / WCMFX | |
| Total Expense Ratio | 1.03 | 0.90 | 114% |
| Annual Report Gross Expense Ratio | 1.03 | 1.45 | 71% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 2.897 | -3.422 | -85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 22M | 1,605% |
| Annual Yield % from dividends | 0.45 | 0.00 | - |
| Returns for 1 year | -0.42 | -16.70 | 3% |
| Returns for 3 years | 19.60 | 21.92 | 89% |
| Returns for 5 years | 41.63 | 27.00 | 154% |
| Returns for 10 years | 35.86 | N/A | - |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| JUNT | 35.63 | N/A | N/A |
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| Procure Space ETF | |||
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| iShares Morningstar Small-Cap Value ETF | |||