Interact to see
Advertisement
Advertisement
ARSIX vs WCMFX
ARSIX vs WCMFX Comparison
Open Charts ARSIX vs WCMFX
AMG River Road Small Cap Value I
Price$16.70
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets1.13B
WCM SMID Quality Val Fd Institutional
Price$11.70
Change-$0.11 (-0.93%)
VolumeN/A
Net Assets61.78M
ARSIX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ARSIX vs. WCMFX commentary
Sep 04, 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 ARSIX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
ARSIX has more cash in the bank: 1.13B vs. WCMFX (61.8M). ARSIX pays higher dividends than WCMFX: ARSIX (0.41) vs WCMFX (0.00). ARSIX was incepted earlier than WCMFX: ARSIX (19 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than ARSIX (1.11). ARSIX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). ARSIX (100000) and WCMFX (100000) have matching initial minimum investment requirements. ARSIX annual gain was more profitable for investors over the last year : 5.72 vs. WCMFX (-13.86). ARSIX return over 5 years is better than : 49.75 vs. WCMFX (33.45).
| ARSIX | WCMFX | ARSIX / WCMFX | |
| Total Expense Ratio | 1.11 | 0.90 | 123% |
| Annual Report Gross Expense Ratio | 1.11 | 1.45 | 77% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 3.525 | -1.419 | -248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 61.8M | 1,833% |
| Annual Yield % from dividends | 0.41 | 0.00 | - |
| Returns for 1 year | 5.72 | -13.86 | -41% |
| Returns for 3 years | 18.18 | 18.69 | 97% |
| Returns for 5 years | 49.75 | 33.45 | 149% |
| Returns for 10 years | 44.73 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement