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ARSMX vs WCMJX
ARSMX vs WCMJX Comparison
Open Charts ARSMX vs WCMJX
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 Investor
Price$11.05
Change-$0.07 (-0.63%)
VolumeN/A
Net Assets21.83M
ARSMX vs WCMJX Comparison Chart in %
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ARSMX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
ARSMX has more cash in the bank: 351M vs. WCMJX (21.8M). 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 : -4.65 vs. WCMJX (-20.68). ARSMX return over 5 years is better than : 37.19 vs. WCMJX (21.66).
| 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 | 1.873 | -5.603 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -20.68 | 22% |
| Returns for 3 years | 14.89 | 16.93 | 88% |
| Returns for 5 years | 37.19 | 21.66 | 172% |
| Returns for 10 years | 29.94 | N/A | - |
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