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ARSIX vs WCMFX
ARSIX vs WCMFX Comparison
Open Charts ARSIX vs WCMFX
AMG River Road Small Cap Value I
Price$16.74
Change+$0.07 (+0.42%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.26
Change+$0.04 (+0.28%)
VolumeN/A
CapitalizationN/A
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ARSIX vs WCMFX Comparison Chart
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ARSIX vs. WCMFX commentary
Oct 18, 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 ARSIX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ARSIX has more cash in the bank: 1.11B vs. WCMFX (77.2M). ARSIX pays higher dividends than WCMFX: ARSIX (0.04) vs WCMFX (0.00). ARSIX was incepted earlier than WCMFX: ARSIX (18 years) vs WCMFX (5 years). ARSIX is a more actively managed with annual turnover of: 25.00 vs. WCMFX (22.00). ARSIX (100000) and WCMFX (100000) have matching initial minimum investment requirements. WCMFX annual gain was more profitable for investors over the last year : 30.94 vs. ARSIX (9.29).
| ARSIX | WCMFX | ARSIX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 7.456 | 16.271 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 77.2M | 1,443% |
| Annual Yield % from dividends | 0.04 | 0.00 | - |
| Returns for 1 year | 9.29 | 30.94 | 30% |
| Returns for 3 years | 3.51 | 21.43 | 16% |
| Returns for 5 years | 26.61 | N/A | - |
| Returns for 10 years | 28.24 | N/A | - |
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