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ARSVX vs WCMJX
ARSVX vs WCMJX Comparison
Open Charts ARSVX vs WCMJX
AMG River Road Small Cap Value N
Price$15.62
Change+$0.07 (+0.45%)
VolumeN/A
Net Assets1.1B
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.71M
ARSVX vs WCMJX Comparison Chart in %
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ARSVX vs. WCMJX commentary
Oct 18, 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
ARSVX has more cash in the bank: 1.1B vs. WCMJX (21.7M). ARSVX pays higher dividends than WCMJX: ARSVX (0.20) vs WCMJX (0.00). ARSVX was incepted earlier than WCMJX: ARSVX (20 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than ARSVX (1.37). ARSVX is a more actively managed with annual turnover of: 42.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than ARSVX: WCMJX (1000) vs ARSVX (2000). ARSVX annual gain was more profitable for investors over the last year : -2.93 vs. WCMJX (-21.41). ARSVX return over 5 years is better than : 38.12 vs. WCMJX (20.90).
| ARSVX | WCMJX | ARSVX / WCMJX | |
| Total Expense Ratio | 1.37 | 1.15 | 119% |
| Annual Report Gross Expense Ratio | 1.37 | 1.70 | 81% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 0.452 | -6.197 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 21.7M | 5,060% |
| Annual Yield % from dividends | 0.20 | 0.00 | - |
| Returns for 1 year | -2.93 | -21.41 | 14% |
| Returns for 3 years | 14.48 | 14.75 | 98% |
| Returns for 5 years | 38.12 | 20.90 | 182% |
| Returns for 10 years | 28.55 | N/A | - |