Interact to see
Advertisement
Advertisement
ARSZX vs WCMFX
ARSZX vs WCMFX Comparison
Open Charts ARSZX vs WCMFX
AMG River Road Small-Mid Cap Value Z
Price$10.38
Change+$0.10 (+0.97%)
VolumeN/A
Net Assets355.01M
WCM SMID Quality Val Fd Institutional
Price$11.63
Change+$0.10 (+0.87%)
VolumeN/A
Net Assets51.02M
ARSZX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ARSZX vs. WCMFX commentary
Oct 06, 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: 355M vs. WCMFX (51M). ARSZX pays higher dividends than WCMFX: ARSZX (0.50) vs WCMFX (0.00). ARSZX was incepted earlier than WCMFX: ARSZX (8 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than ARSZX (0.98). ARSZX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). 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 : 0.59 vs. WCMFX (-16.15). ARSZX return over 5 years is better than : 49.26 vs. WCMFX (34.92).
| ARSZX | WCMFX | ARSZX / WCMFX | |
| Total Expense Ratio | 0.98 | 0.90 | 109% |
| Annual Report Gross Expense Ratio | 0.98 | 1.45 | 68% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 3.593 | -2.922 | -123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 51M | 696% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 0.59 | -16.15 | -4% |
| Returns for 3 years | 16.75 | 18.31 | 91% |
| Returns for 5 years | 49.26 | 34.92 | 141% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement