Interact to see
Advertisement
Advertisement
ARSMX vs WCMJX
ARSMX vs WCMJX Comparison
Open Charts ARSMX vs WCMJX
AMG River Road Small-Mid Cap Value N
Price$9.57
Change+$0.04 (+0.42%)
VolumeN/A
Net Assets342.53M
WCM SMID Quality Val Fd Investor
Price$3.17
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets5.92M
ARSMX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ARSMX vs. WCMJX commentary
Nov 20, 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
ARSMX has more cash in the bank: 343M vs. WCMJX (5.92M). ARSMX pays higher dividends than WCMJX: ARSMX (0.22) vs WCMJX (0.00). ARSMX was incepted earlier than WCMJX: ARSMX (19 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than ARSMX (1.29). ARSMX is a more actively managed with annual turnover of: 42.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than ARSMX: WCMJX (1000) vs ARSMX (2000). ARSMX annual gain was more profitable for investors over the last year : -10.91 vs. WCMJX (-77.39). ARSMX return over 5 years is better than : 22.43 vs. WCMJX (-67.35).
| ARSMX | WCMJX | ARSMX / WCMJX | |
| Total Expense Ratio | 1.29 | 1.15 | 112% |
| Annual Report Gross Expense Ratio | 1.29 | 1.70 | 76% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -0.832 | -73.090 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 5.92M | 5,790% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -10.91 | -77.39 | 14% |
| Returns for 3 years | 5.31 | -68.98 | -8% |
| Returns for 5 years | 22.43 | -67.35 | -33% |
| Returns for 10 years | 27.84 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement