ARSVX
Price
$14.74
Change
-$0.17 (-1.14%)
Updated
Mar 10 closing price
Net Assets
1.04B
WCMFX
Price
$11.38
Change
+$0.08 (+0.71%)
Updated
Mar 7 closing price
Net Assets
62.52M
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ARSVX vs WCMFX

Header iconARSVX vs WCMFX Comparison
Open Charts ARSVX vs WCMFXBanner chart's image
AMG River Road Small Cap Value N
Price$14.74
Change-$0.17 (-1.14%)
VolumeN/A
Net Assets1.04B
WCM SMID Quality Val Fd Institutional
Price$11.38
Change+$0.08 (+0.71%)
VolumeN/A
Net Assets62.52M
ARSVX vs WCMFX Comparison Chart
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ARSVX vs. WCMFX commentary
Mar 11, 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 ARSVX is a Hold and WCMFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
ARSVX has more cash in the bank: 1.04B vs. WCMFX (62.5M). ARSVX pays higher dividends than WCMFX: ARSVX (0.20) vs WCMFX (0.00). ARSVX was incepted earlier than WCMFX: ARSVX (20 years) vs WCMFX (5 years). ARSVX (1.37) is less costly to investors than WCMFX (1.27). ARSVX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (22.00). ARSVX has a lower initial minimum investment than WCMFX: ARSVX (2000) vs WCMFX (100000). ARSVX annual gain was more profitable for investors over the last year : -1.72 vs. WCMFX (-14.18). ARSVX return over 5 years is better than : 37.31 vs. WCMFX (26.73).
ARSVXWCMFXARSVX / WCMFX
Total Expense Ratio1.370.85161%
Annual Report Gross Expense Ratio1.371.27108%
Fund Existence20 years5 years-
Gain YTD-3.682-5.00874%
Front LoadN/AN/A-
Min. Initial Investment20001000002%
Min. Initial Investment IRAN/AN/A-
Net Assets1.04B62.5M1,662%
Annual Yield % from dividends0.200.00-
Returns for 1 year-1.72-14.1812%
Returns for 3 years9.527.97119%
Returns for 5 years37.3126.73140%
Returns for 10 years25.33N/A-
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