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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$9.72
Change-$0.07 (-0.72%)
VolumeN/A
Net Assets351.03M
WCM SMID Quality Val Fd Institutional
Price$11.27
Change-$0.07 (-0.62%)
VolumeN/A
Net Assets21.83M
ARSMX vs WCMFX Comparison Chart in %
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ARSMX vs. WCMFX commentary
Oct 17, 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 Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
ARSMX has more cash in the bank: 351M vs. WCMFX (21.8M). ARSMX pays higher dividends than WCMFX: ARSMX (0.22) vs WCMFX (0.00). ARSMX was incepted earlier than WCMFX: ARSMX (19 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 : -4.65 vs. WCMFX (-20.25). ARSMX return over 5 years is better than : 37.19 vs. WCMFX (23.66).
| ARSMX | WCMFX | ARSMX / WCMFX | |
| Total Expense Ratio | 1.29 | 0.90 | 143% |
| Annual Report Gross Expense Ratio | 1.29 | 1.45 | 89% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 1.873 | -5.342 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 351M | 21.8M | 1,610% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -4.65 | -20.25 | 23% |
| Returns for 3 years | 14.89 | 18.12 | 82% |
| Returns for 5 years | 37.19 | 23.66 | 157% |
| Returns for 10 years | 29.94 | N/A | - |
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