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ARSMX vs WCMFX
ARSMX vs WCMFX Comparison
Open Charts ARSMX vs WCMFX
AMG River Road Small-Mid Cap Value N
Price$10.03
Change+$0.08 (+0.80%)
VolumeN/A
Net Assets357.33M
WCM SMID Quality Val Fd Institutional
Price$11.83
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets61.29M
ARSMX vs WCMFX Comparison Chart in %
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ARSMX vs. WCMFX commentary
Sep 06, 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 ARSMX is a Buy and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
ARSMX has more cash in the bank: 357M vs. WCMFX (61.3M). ARSMX pays higher dividends than WCMFX: ARSMX (0.22) vs WCMFX (0.00). ARSMX was incepted earlier than WCMFX: ARSMX (18 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than ARSMX (1.29). ARSMX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). ARSMX has a lower initial minimum investment than WCMFX: ARSMX (2000) vs WCMFX (100000). ARSMX annual gain was more profitable for investors over the last year : 4.17 vs. WCMFX (-12.89). ARSMX return over 5 years is better than : 45.85 vs. WCMFX (33.67).
| ARSMX | WCMFX | ARSMX / WCMFX | |
| Total Expense Ratio | 1.29 | 0.90 | 143% |
| Annual Report Gross Expense Ratio | 1.29 | 1.45 | 89% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 4.370 | -1.252 | -349% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 61.3M | 582% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | 4.17 | -12.89 | -32% |
| Returns for 3 years | 14.88 | 19.62 | 76% |
| Returns for 5 years | 45.85 | 33.67 | 136% |
| Returns for 10 years | 36.73 | N/A | - |
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