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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$9.88
Change+$0.12 (+1.23%)
VolumeN/A
Net Assets315.99M
WCM SMID Quality Val Fd Institutional
Price$11.28
Change+$0.13 (+1.17%)
VolumeN/A
Net Assets61.31M
ARSZX vs WCMFX Comparison Chart
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ARSZX vs. WCMFX commentary
Apr 04, 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 StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ARSZX has more cash in the bank: 316M vs. WCMFX (61.3M). 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 : -5.51 vs. WCMFX (-16.67). ARSZX return over 5 years is better than : 93.94 vs. WCMFX (78.69).
| 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 | -2.595 | -6.928 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 61.3M | 515% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -5.51 | -16.67 | 33% |
| Returns for 3 years | 1.62 | 1.36 | 118% |
| Returns for 5 years | 93.94 | 78.69 | 119% |
| Returns for 10 years | N/A | N/A | - |
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