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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$10.15
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets343.29M
WCM SMID Quality Val Fd Institutional
Price$11.50
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.41M
ARSZX vs WCMFX Comparison Chart in %
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ARSZX vs. WCMFX commentary
Aug 07, 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ARSZX has more cash in the bank: 343M vs. WCMFX (60.4M). 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 : 4.41 vs. WCMFX (-13.62). ARSZX return over 5 years is better than : 41.77 vs. WCMFX (26.40).
| 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 | 1.198 | -3.673 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 60.4M | 568% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 4.41 | -13.62 | -32% |
| Returns for 3 years | 8.14 | 8.26 | 99% |
| Returns for 5 years | 41.77 | 26.40 | 158% |
| Returns for 10 years | N/A | N/A | - |
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