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ARSVX vs WCMFX
ARSVX vs WCMFX Comparison
Open Charts ARSVX vs WCMFX
AMG River Road Small Cap Value N
Price$16.11
Change+$0.15 (+0.94%)
VolumeN/A
Net Assets1.12B
WCM SMID Quality Val Fd Institutional
Price$11.83
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets60.6M
ARSVX vs WCMFX Comparison Chart in %
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ARSVX vs. WCMFX commentary
Sep 05, 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 Buy and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
ARSVX has more cash in the bank: 1.12B vs. WCMFX (60.6M). ARSVX pays higher dividends than WCMFX: ARSVX (0.19) vs WCMFX (0.00). ARSVX was incepted earlier than WCMFX: ARSVX (20 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than ARSVX (1.37). ARSVX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). 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 : 5.13 vs. WCMFX (-14.54). ARSVX return over 5 years is better than : 46.17 vs. WCMFX (32.20).
| ARSVX | WCMFX | ARSVX / WCMFX | |
| Total Expense Ratio | 1.37 | 0.90 | 152% |
| Annual Report Gross Expense Ratio | 1.37 | 1.45 | 94% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 3.101 | -2.337 | -133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 60.6M | 1,855% |
| Annual Yield % from dividends | 0.19 | 0.00 | - |
| Returns for 1 year | 5.13 | -14.54 | -35% |
| Returns for 3 years | 16.30 | 17.59 | 93% |
| Returns for 5 years | 46.17 | 32.20 | 143% |
| Returns for 10 years | 38.57 | N/A | - |
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