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ARSVX vs WCMFX
ARSVX vs WCMFX Comparison
Open Charts ARSVX vs WCMFX
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.
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).
| ARSVX | WCMFX | ARSVX / WCMFX | |
| Total Expense Ratio | 1.37 | 0.85 | 161% |
| Annual Report Gross Expense Ratio | 1.37 | 1.27 | 108% |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | -3.682 | -5.008 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 62.5M | 1,662% |
| Annual Yield % from dividends | 0.20 | 0.00 | - |
| Returns for 1 year | -1.72 | -14.18 | 12% |
| Returns for 3 years | 9.52 | 7.97 | 119% |
| Returns for 5 years | 37.31 | 26.73 | 140% |
| Returns for 10 years | 25.33 | N/A | - |
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