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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$9.44
Change+$0.12 (+1.29%)
VolumeN/A
Net Assets303.07M
WCM SMID Quality Val Fd Institutional
Price$10.70
Change+$0.20 (+1.90%)
VolumeN/A
Net Assets60.23M
ARSZX vs WCMFX Comparison Chart
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ARSZX vs. WCMFX commentary
Apr 25, 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 ARSZX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ARSZX has more cash in the bank: 303M vs. WCMFX (60.2M). ARSZX pays higher dividends than WCMFX: ARSZX (0.53) vs WCMFX (0.00). ARSZX was incepted earlier than WCMFX: ARSZX (8 years) vs WCMFX (5 years). WCMFX (1.27) is less costly to investors than ARSZX (0.98). ARSZX is a more actively managed with annual turnover of: 42.00 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 : -7.08 vs. WCMFX (-18.03). ARSZX return over 5 years is better than : 63.05 vs. WCMFX (47.06).
| ARSZX | WCMFX | ARSZX / WCMFX | |
| Total Expense Ratio | 0.98 | 0.85 | 115% |
| Annual Report Gross Expense Ratio | 0.98 | 1.27 | 77% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -6.986 | -12.354 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 60.2M | 503% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -7.08 | -18.03 | 39% |
| Returns for 3 years | -2.36 | -1.41 | 168% |
| Returns for 5 years | 63.05 | 47.06 | 134% |
| Returns for 10 years | N/A | N/A | - |
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