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ARSZX vs WCMFX
ARSZX vs WCMFX Comparison
Open Charts ARSZX vs WCMFX
AMG River Road Small-Mid Cap Value Z
Price$10.29
Change-$0.08 (-0.77%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.10
Change-$0.41 (-3.28%)
VolumeN/A
CapitalizationN/A
ARSZX vs WCMFX Comparison Chart
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ARSZX vs. WCMFX commentary
Dec 19, 2024
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 ARSZX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ARSZX has more cash in the bank: 334M vs. WCMFX (69M). ARSZX pays higher dividends than WCMFX: ARSZX (0.35) vs WCMFX (0.00). ARSZX was incepted earlier than WCMFX: ARSZX (7 years) vs WCMFX (5 years). ARSZX is a more actively managed with annual turnover of: 30.00 vs. WCMFX (22.00). WCMFX has a lower initial minimum investment than ARSZX: WCMFX (100000) vs ARSZX (5000000). ARSZX annual gain was more profitable for investors over the last year : 9.93 vs. WCMFX (3.56). ARSZX return over 5 years is better than : 24.77 vs. WCMFX (19.14).
| ARSZX | WCMFX | ARSZX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 7.767 | 2.289 | 339% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 334M | 69M | 484% |
| Annual Yield % from dividends | 0.35 | 0.00 | - |
| Returns for 1 year | 9.93 | 3.56 | 279% |
| Returns for 3 years | 8.75 | 11.50 | 76% |
| Returns for 5 years | 24.77 | 19.14 | 129% |
| Returns for 10 years | N/A | N/A | - |
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