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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$10.03
Change+$0.08 (+0.80%)
VolumeN/A
Net Assets357.33M
WCM SMID Quality Val Fd Investor
Price$11.62
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets61.29M
ARSMX vs WCMJX Comparison Chart in %
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ARSMX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
ARSMX has more cash in the bank: 357M vs. WCMJX (61.3M). ARSMX pays higher dividends than WCMJX: ARSMX (0.22) vs WCMJX (0.00). ARSMX was incepted earlier than WCMJX: ARSMX (18 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 : 4.17 vs. WCMJX (-13.22). ARSMX return over 5 years is better than : 45.85 vs. WCMJX (31.60).
| ARSMX | WCMJX | ARSMX / WCMJX | |
| Total Expense Ratio | 1.29 | 1.15 | 112% |
| Annual Report Gross Expense Ratio | 1.29 | 1.70 | 76% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 4.370 | -1.358 | -322% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -13.22 | -32% |
| Returns for 3 years | 14.88 | 18.57 | 80% |
| Returns for 5 years | 45.85 | 31.60 | 145% |
| Returns for 10 years | 36.73 | N/A | - |
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