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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$9.85
Change+$0.09 (+0.92%)
VolumeN/A
Net Assets347.85M
WCM SMID Quality Val Fd Institutional
Price$11.46
Change+$0.09 (+0.79%)
VolumeN/A
Net Assets49.89M
ARSMX vs WCMFX Comparison Chart in %
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ARSMX vs. WCMFX commentary
Sep 27, 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: 348M vs. WCMFX (49.9M). 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 : -0.88 vs. WCMFX (-19.59). ARSMX return over 5 years is better than : 50.66 vs. WCMFX (36.82).
| 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 | 2.810 | -5.092 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 49.9M | 697% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -0.88 | -19.59 | 5% |
| Returns for 3 years | 24.07 | 22.00 | 109% |
| Returns for 5 years | 50.66 | 36.82 | 138% |
| Returns for 10 years | 40.19 | N/A | - |
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