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ARSIX vs WCMFX
ARSIX vs WCMFX Comparison
Open Charts ARSIX vs WCMFX
AMG River Road Small Cap Value I
Price$16.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.09B
WCM SMID Quality Val Fd Institutional
Price$11.50
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.41M
ARSIX vs WCMFX Comparison Chart in %
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ARSIX vs. WCMFX commentary
Aug 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
ARSIX has more cash in the bank: 1.09B vs. WCMFX (60.4M). ARSIX pays higher dividends than WCMFX: ARSIX (0.42) 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 : 5.44 vs. WCMFX (-13.62). ARSIX return over 5 years is better than : 42.41 vs. WCMFX (26.40).
| 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 | -0.062 | -3.673 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 60.4M | 1,808% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | 5.44 | -13.62 | -40% |
| Returns for 3 years | 11.57 | 8.26 | 140% |
| Returns for 5 years | 42.41 | 26.40 | 161% |
| Returns for 10 years | 33.85 | N/A | - |
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